Money is only a tool. It has no intrinsic power and no meaning on its own. But money brings happiness and meaning to your life if used wisely and maximized through good financial life planning.
We bring more of “you” into financial life planning. Financial planning is built into everything we do to help our clients understand that the “why” of their actions is just as important as the “how much” and “what” parts.
Financial planning involves helping you realize your goals and dreams. It starts with a process of understanding that is important to you. We help frame and put time, quantity and quality dimensions to what is truly meaningful in your life.
We will work with you in managing your life’s resources to help put your dreams on track and become a reality.
Many individuals confuse financial planning with general savings and investing advice. How to save (and how much) and where and when to invest those savings, is every bit important. Prudent financial planning goes much beyond the realm of just savings and investing. The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you’ll be able to control your financial destiny.
Everyone wants to make lots of money, but what will that money do for you? What lifestyle do you want? How do you want your wealth to impact your family? What do you value most in your life and how does this complement your goals? We start with your long-term objectives and work backwards to figure out a complete plan of action. We understand it is our job to spend the time needed to make sure that the advice we give is specific to your situation and goals.
You are in control of your own destiny, and it is our responsibility to help guide you on the journey any way we can. You hold the information needed to create a plan that is truly your own based on individualized goals and desires. We ask questions to understand your values and the things in your life that hold you most dear. We like to understand everything about you and try to capture the essence of what you want to achieve. In the end, we can achieve a balanced approach to creating your financial plan because we understand the desired goals and the root of these desires.
A well-grounded financial plan is essential for anyone who wishes to accomplish specific financial objectives. Whether it be the idea of owning your home, making sure your children’s education is well funded, or ensuring a smooth and stress-free retirement – all of these seemingly disparate components come together under a unified financial plan.
The scope of an effective financial plan should therefore cover key aspects such as saving, budgeting, tax planning, insurance planning, retirement planning, estate planning and much more
At Indigo Wealth Management, our systematic approach to Financial Planning services includes:
Learn more about our process....