Our Process Explained
We help you by providing peace of mind and confidence in where you are now and your ability to get to where you want to be in the future.
This is accomplished in two ways:
- Wealth Planning (The Wealth Navigator System™)
- Plan Implementation/Investment Management (The Wealth Manager™) which encompasses asset management, family services, wealth management, and tax planning.
Many firms focus on portfolio returns or other black and white metrics, but we know that successful wealth management is not that simplistic, nor is it one size fits all.
Yes, we have an incredible investment team and strategy, but we have also used our many years of experience to create a unique trademarked process. The Wealth Navigator System™ helps you reach your goals and make better financial decisions regarding where you are now and where you want to be.
The Wealth Navigator System™
The Wealth Navigator System™ is a fee-based process that is one part goal setting, one part investment strategy, and one part investor psychology. We believe your success is not just in positive portfolio performance, but also in preparing you for life's inevitable ups and downs and putting you on the path to achieve your goals.
The Wealth Manager™
Once your plan is created, you can implement it yourself, have someone else implement it, or you can continue working with Koss Olinger to put your plan into action. If you continue working with Koss Olinger, you will enter into the second part of our process, The Wealth Manager™.