| Our Process
Discover our personalized financial planning process at Indigo Advisors.
Discovery
We want to see the big picture – your dreams, aspirations, and what truly matters to you. We start our discovery by listening to fully understand the big picture.
Strategy & Assessment
With a clear picture of your unique landscape, we transform information into action. We don’t offer cookie-cutter plans; your strategy is designed around you, reflecting your specific situation, goals, and risk tolerance.
Implementation
We don’t hand you a plan and say good luck. We become your trusted partners, walking alongside you through life’s journey, every step of the way. We answer your questions, address your concerns, and aim to help ensure you understand your options and feel comfortable with the chosen path.
Adaptive Management
Your financial journey is an ongoing adventure. At Indigo Advisors, we offer continual support and adjustments as your life and the market evolve. We offer the option to monitor your investments, making changes as needed to keep your strategy aligned with your evolving needs and aspirations. Proactive adjustments and risk management can help you navigate changing landscapes with confidence.
