Mutual Commitment Meeting


During the Financial Plan & Portfolio Analysis Meeting, we shared our investment philosophy, and you had an opportunity to ask questions.

At the Mutual Commitment Meeting, we will be ready to make a mutual decision about whether Mokosak Advisory Group can add substantial value, and if we should proceed.  If we both choose to work together, then we will commit to each other to work toward achieving everything that is important to you.  We will execute the documents necessary, including your Investment Policy Statement (IPS), to put your personalized Investment Plan into action.