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 an entirely unique trademarked process, The Wealth Navigator System™, that helps you reach your goals and make better financial decisions in the context of where you are now and where you want to be in the future.
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 in preparing you for the inevitable ups and downs in life and deliberately putting you on the path to where you ultimately want to be.
The Wealth Manager™
Because of our planning process, once your plan is created you have the choice to walk away and implement it yourself, have someone else implement it, or you can choose to continue working with Koss Olinger to put your plan into action. If you choose to continue working with Koss Olinger you will then enter into the second part of our process, The Wealth Manager™.