To gain control of your financial future, you need to take time to organize your financial life. That's why, at Oswald-Konz Financial Group, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working with people we like.

We divide the financial process into two sections: Financial Planning and Investment Process.

FINANCIAL PLANNING involves identifying your goals and using planning strategies (risk tolerance, investment objectives, and time frames) to help achieve your goals. Remember this process is not a one-time event, but an ongoing process. The steps in this process include:

  1. Identifying and prioritizing your goals
  2. Gathering data for your net worth statement and cash flow model
  3. Analyzing the facts and determining the steps necessary
  4. Implementing the action items
  5. Monitoring progress

INVESTMENT PROCESS is an ongoing three-step process:

  1. Policy statement
    a. Analyze
    b. Optimize
    c. Customize
    d. Formalize
  2. Manager selection
    a. People
    b. Philosophy
    c. Process
    d. Performance
  3. Review and rebalance

Once we complete the initial process of setting up your investments, it doesn't end there. We'll monitor the progress your money is making. And we'll meet regularly with you to make sure your investments reflect your current life circumstances.