Map your own path to success. We are all different and take different paths in life. Indy Wealth Solutions believes our planning should reflect that. We take the time to talk through where you are now, what is important to you, where you would like to be, and work to design a individualized plan to take you where you want to go.

Define Where You Are

We start by diving into your current standing. Details around items like your current income, expenses, debts,savings,  employee benefits, and investments help to guide us towards our first steps of the plan. We will also cover what protections you currently have with life insurance, disability, and health coverage.

Where do you want to be?

It's important to understand your priorities. Only you know what is important when it comes to you and your family. Are you looking for a bigger home? Have you always wanted to travel more? Starting a small business may be your top priority. Whatever that goal is, let's put it on paper in order to start developing your plan.

How do we get there?

Let's break down your goals into three, easy to define, time frames. First, think about what you would like to accomplish in the next eighteen months. Next, let's lay out a five year plan. Finally, we will start to talk about longer term retirement planning. Breaking our planning into shorter time frames can help us get more defined steps to accomplishing your goals.

Next Steps...

Request a one on one conversation today to take the first step towards redesigning your life.

Schedule an appointment