Our Fees
A Real Plan Costs Money. You Deserve to Know How Much.
Your plan starts before any money moves. Here's exactly what you'll pay and when, step by step.
How It Works
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 will leave knowing if it is the right fit, and which Retire Ready Roadmap™ path makes sense for your next steps. No pressure and no commitment on either side.
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
After Your Plan Is Built
You Choose What Happens Next.
Once your plan is complete, you get three options: keep it and execute it yourself, hand it to your current advisor, or let this team put it to work for you. About three out of four clients choose the third option once they see everything a tax-first retirement plan takes to maintain year after year: the Roth conversion decisions, the withdrawal sequencing, and the way one tax choice changes the next.
Ready to Keep More of What You Built?
MOKAN Wealth is currently accepting new clients.