Our Unique Process

Mokosak Advisory Group’s unique process, Roadmap for an Abundant Life™, was designed to help you make smart decisions with your money.  Our process will help you:

  • Understand your true financial goals.
  • Create a plan for achieving those goals.
  • Measure your progress.

Clicking the tabs to the right, will provide you with a description of each step of our unique process, Roadmap for an Abundant Life™.

As your Wealth Management Advisor, we perform the duties of a Personal Chief Financial Officer.  As we begin our relationship and implement the plan that you approve, we will establish regular review meetings to keep you informed of what is happening with your money and make recommendations to help you meet your goals.

As your Personal Chief Financial Officer, we are also Fiduciaries with the following characteristics:

  • We are truly independent and are not agents of any wirehouse, bank, or insurance company.
  • We are held to a fiduciary standard and are legally bound to provide advice based upon what is in your best interest.