Retire Ready Roadmap™
See the Process
Retire Ready Roadmap™ Explained
Your Retire Ready Roadmap™ is a tax-first retirement planning system that connects your income, investments, healthcare, and legacy into one coordinated plan. It shows you the most you can safely spend, how to keep more of your savings, and how to pay less to Uncle Sam.
Tax
Income
Investments
Healthcare
Legacy
Two ways to build your tax-first retirement plan.
Same method. Choose your level of guidance.
Step 01 · No Cost
No Cost
Schedule a Fit Visit
A focused 30-minute conversation about your goals and your situation. You leave knowing if it is the right fit, and which Retire Ready Roadmap™ path makes sense for your next steps.
Most Popular
Step 02
$3,500
Retire Ready Roadmap™
A complete tax-first retirement plan built around your specific numbers.
Best for couples who already work with a financial advisor and want a tax-first retirement plan built independently, so they can decide with clarity whether to stay, switch, or delegate the ongoing execution to someone who specializes in retirement tax planning.
Step 02
$7,500
Retire Ready Roadmap™ + Implementation
A complete tax-first retirement plan, created and put into action together over a defined 4-month implementation engagement.
Best for couples who do not have a local advisor or want hands-on help putting the plan in motion.
Step 03
Done For You. Optional. Not Required.
1.0–1.5%
Ongoing Wealth Management
The Retire Ready Roadmap™ is a living system that needs to be worked on an ongoing basis to maximize your retirement. We take over the execution: tax planning, investment management, Roth conversions, and IRMAA monitoring. You focus on living the retirement you built.
- Ongoing retirement and tax planning
- Management of your investment accounts
- Two strategy visits a year, plus check-ins between them
How It Works
The Process, Start to Finish
Scan the six stages below to see the whole process at a glance, from the first conversation to the ongoing work that keeps the plan current.
01
The Fit Visit
You'll spend thirty minutes on your goals and find out if this is the right fit.
02
The Nine Tax Surprises Analysis
You'll see exactly where your numbers are exposed to the nine tax traps retirees miss.
03
Building Your Retire Ready Roadmap™
You'll get a tax-first plan for your Roth conversions, withdrawals, and Social Security timing.
04
Coordinating the Four Pillars
Your income, investments, healthcare, and legacy get aligned so one doesn't work against another.
05
Choosing Your Level of Support
You'll choose how hands-on you want to be, from self-directed to fully managed.
06
Ongoing Monitoring and Adjustments
You'll get two strategy visits a year, so your plan changes as your life does.
Tax Surprises
Most are predictable and avoidable.
Ready to Keep More of What You Built?
MOKAN Wealth is currently accepting new clients.