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LIFE TRANSITIONS

Plan for the Expected and Unexpected

Are you recently widowed, divorced, remarried or receiving an inheritance? 

Have you recently lost your job? 

In a lifetime, one will more than likely experience a life-changing event:  the death of a spouse, loss of job, inheritance, retirement, health crisis, divorce, career change and more. No matter the triggering event, the pressure or trauma that occurs can hinder a person to make sound financial decisions. 

Making important financial decisions during a major life transition can be overwhelming, but we can be there to help.

What We Can Do For You

At Indigo Wealth Management, we’re more than just your financial advisor, we’re your partner and friend through all life events that come your way.  We take a specialized approach to guide you from one stage of life through the next.  We help you understand your options even during the most difficult of times. 

Most of us will experience at least one difficult life event that impacts us both personally and professionally.  During times of transition, when our sense of normal shifts significantly, our cognitive skills are often impaired by our emotions.  It is especially important to work with someone who not only understands the technical side of things, but who also listens, determines what decisions have to be made now and what can wait, minimizes stress, understands the emotions involved and makes sound decisions along the way.

We’re here to help you and your family navigate the ups and downs and give you objective counsel on the next step to take.  No matter what emotional decision you face, the solution is having a trusted advisor who knows you well and can help you make rational wealth management decisions.  We employ an array of specific strategies, processes and services to help you:  establish order, regain balance, plan and move forward.  Our goal is to make your financial transitions less stressful and more productive. 

We understand that a life transition can be positive or negative – planned or unexpected. Some transitions happen without warning, as in the case of accidents, death, divorce, job loss or serious illness. Other life transitions come from positive experience such as getting married, going away to college, starting a new job, moving to a new city or giving birth to a child. Even when events are planned and anticipated, they can be just as life-altering as the unexpected events. Specific strategies and tools are used to guide clients through the crucial decision-making process, every step of the way.

Here Are Some Of The Many Life Transitions Where We Can Help:

  • Getting Married
  • Blending Families
  • Starting a Family
  • Changing Careers or Job Loss
  • Divorce or Separation
  • Approaching Retirement
  • Eldercare
  • Passing on to the Next Generation
  • Death of a Loved One (Person, Job, Pet, Etc.)
  • Change in Health or Serious Illness
  • Selling a Business
  • Accidents
  • Buying or Selling a Home
  • Relocation
  • Inherited Money or Sudden Windfall
  • Planning for College

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