How We Work
Retire Ready Roadmap™
Start With a Tax-First Plan. Most Advisors Never Will.
01
See if it's a fit
We are not a fit for everyone. Reach out and schedule a Fit Visit, a no-pressure conversation to see if the Retire Ready Roadmap™ is right for your situation.
02
Start our process
The Retire Ready Roadmap™ has been refined over decades of helping clients…
03
Enjoy What You Built
Retirement isn't the finish line. It's the life you built all of this for. And we will be with you every step of the way.
Your Retire Ready Roadmap™
A tax-first retirement planning system built to answer the retirement questions that keep you up at night. Taxes touch every part of retirement. Most plans ignore that. The Retire Ready Roadmap™ uses our Rothification Method™ to connect income, investments, healthcare, and legacy into one coordinated, tax-proof plan.
Tax Surprises
Most are predictable and avoidable.
One Coordinated Plan
Income
Retirement paycheck designed around taxes
Investments
Aligned to your income & tax plan
Healthcare
Medicare costs managed through tax strategy
Legacy
Pass down wealth, not a tax bill
Who We Help
This is for you if…
You are age 50+ and planning to retire within the next 10 years.
You have $2M+ saved, mostly inside 401(k)s and IRAs.
You're worried about how much of it you actually get to keep after taxes.
The Retire Ready Roadmap™
Breaking It Down
A tax-first planning system built to answer the retirement questions that keep you up at night.
The Rothification Method™ combines proactive Roth conversion and tax diversification strategies to remove Uncle Sam from your retirement.
- Minimize your total lifetime income taxes
- Protect future deferred compounded growth from taxation
- Identify the common Roth conversion mistake leaving hundreds of thousands of dollars on the table
- Execute the optimal Roth conversion timeline and amounts — not just 'fill up your bracket' or 'wait until retirement when income drops'
Pricing
Cost and Commitment
We start with a plan, not a portfolio transfer. The first thing we do is build your Retire Ready Roadmap™ for a one-time planning fee of $3,500, due at the end of the second visit.
Step 1 · One-Time
$3,500
One-Time Financial Plan Creation
Due at the end of the Planning Visit (2nd Visit). This is where we build your Retire Ready Roadmap™ together.
Step 2 · Ongoing · Optional
1.0–1.5%
of assets we actively manage, annually
A transparent fee, debited directly from your account.
- Ongoing retirement and tax planning
- Management of all investment accounts
- Semi-annual strategy visits and ongoing check-ins
If we are not delivering value that exceeds the cost, you are free to walk away. No long-term commitments.
Ready to Keep More of What You Built?
MOKAN Wealth is currently accepting new clients.