Your financial life
Snapshot
Put your financial plan to the test
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.
Getting started is easy
Here’s what to expect from your initial conversation with an IG advisor; they will:
1
Understand what’s important to you: your values, concerns and goals.
2
Share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more.
3
Answer any questions you may have and establish our next steps.
Are you ready to connect with an IG advisor?
Let’s get started building your comprehensive financial plan today.
Find an advisor near you