How strong is your financial plan?
A plan that can adapt for the unplanned
A good financial plan provides you with a clear and objective way to identify gaps and highlight opportunities. Your financial plan should be build on the idea that life is not static. As life changes and evolves, your plan needs to be dynamic to keep you on track to meet your goals, and embrace all of life’s possibilities.
Track the progress of your financial goals
Once your IG Living Plan is established, your IG Consultant can provide you with a Living Plan Assessment at any time. This informative report provides a score for each of the five dimensions as well as an overall financial well-being score. The value of the report is its ability to proactively make recommendations on ways to improve your financial well-being over time. For example, you may have a lower score on preparing for the unexpected, this likely means that you would benefit by re-assessing your insurance coverage. Once the Living Plan Assessment is completed, you’ll enjoy the confidence of knowing where you stand in relation to your financial goals.
Wondering how is your financial score ?
Click here see how well is your current financial plan! Snapshot
Published as a general source of information only. Not intended as a solicitation to buy or sell specific investments, or to provide tax, legal or investment advice. Seek advice on your specific circumstances from an IG Wealth Management Consultant. Trademarks, including IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to its subsidiary corporations.