Our Snapshot tool will give you a score out of 100 on each of the dimensions of a true financial plan and give recommendations to help you achieve financial well-being.
Here’s what to expect from your initial conversation with an IG advisor; they will:
Understand what’s important to you: your values, concerns and goals.
Share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more.
Answer any questions you may have and establish our next steps.