MoKan Process

Our advisor/client relationship begins with my listening to your goals and aspirations. I will help you pursue your goals by completing a comprehensive review of your current financial situation.

The Benefits of Working With Me

Ongoing Check-In’s

Life will happen. That’s why we have a communication plan to establish the ongoing check-ins during the year to ensure your plan is still working for you and your goals. These visits can be as needed or if a major life event occurs. Additionally, you’ll have access to phone and email support in between visits.

Simplicity

No financial jargon, get financial planning in simple terms.

Clarity

Get clarity around your money by investing your money with purpose Ongoing Planning- Life will happen, get ongoing support throughout the entire year and as life events occur.

Fiduciary

A fancy word for stating that I will always uphold your interests and needs first.