Financial Strategy

IndiWealth incorporates the five stage investment process into a comprehensive financial plan.  Each step is designed to be transparent and aligned with the mission of our clients.  

• Initial Assessment – IndiWealth will dedicate time to understanding the objectives, the risks, and the time frame necessary to achieve your goals. This phase includes a detailed understanding of your current financial situation as well as projections of future needs. 
• Investment Policy Statements (IPS) – The development of the IPS clearly outlines the objectives, provides the tools that will be used to achieve the mission, and delineates the responsibilities of both IndiWealth and the clients we serve. 
• Implementation – Establishing the proper accounts at third party, independent custodians is a crucial step in the process. Next, sourcing the funds necessary to execute the strategies described in the Investment Policy Statement (IPS). Last, execution of trades to fully implement the solutions used for achieving our client’s objectives.
• Investment Performance and Reporting – Monthly statements will be provided by the custodian to the client that show assets held and the dollar value of the account. On a quarterly basis, IndiWealth will provide customized performance data and metrics that correspond to the time horizon based investment allocations. These tools will reflect our performance relative to mission objectives and also will be the basis for review
• Ongoing Review – Periodically, IndiWealth and clients will meet to discuss and update on the financial situation. Items discussed include: changes to the mission, review of initial objectives and progress in meeting goals, and a question and answer session to discuss any opportunities, issues, and concerns based on the investment policy statement.