From planned to unplanned, the IG Living Plan Snapshot gives you a financial well-being score that shows how prepared you are. To find out if you’re on track, take the IG Living Plan Snapshot. After answering a few questions, you’ll receive a score for each dimension of your financial well-being. Your score and the accompanying recommendations can be used by you and an advisor to help you improve your financial confidence and well-being.
We’ve developed the IG Living Plan, a holistic plan that considers your full financial life and looks at whether you’re saving enough, spending wisely, properly protecting yourself from the unexpected, while always considering how to maximize your tax efficiency along the way.
Optimizing your Retirement
Managing Cash Flow
Sharing your Wealth
Preparing for the Unexpected
Planning for Major Expenditures
Maximizing Business Success
From planned to unplanned, the IG Living Plan Snapshot gives you a financial well-being score that shows how prepared you are. You’ll answer a series of questions based on five dimensions of financial well-being and then receive a result out of 100 and recommendations on how best to meet your goals. Use these insights to create a comprehensive financial plan that evolves and adapts with your life.
Connect with an IG advisor to uncover your personal financial goals, and how you can achieve them.
