Financial Well-Being Score

How secure is your current financial plan?

Are you prepared for the unexpected in life?

Are you on pace to meet/exceed your retirement goals?

Is your plan optimized? Will it give you the retirement income required for the future you want?

IG Wealth Management takes a holistic approach to financial planning by going beyond traditional investment advice with a view to all aspects of your financial life. You owe it to yourself to feel confident about your family’s future. To that end, we are committed to providing comprehensive insights with the aim to provide you with the right information; the right advice!

Enter the IG Living Plan Snapshot! This tool will provide you with such insights. In addition to giving you a financial well-being score that reveals how financially prepared you are, it also lays the groundwork to create a comprehensive financial plan that adapts to meet life’s changing needs. As an IG Wealth Management Certified Financial Planner professional, I look forward to reviewing your score, your plan, and your goals with you to help you achieve true richness in life!

What to expect:

The IG Living Plan Snaphot will ask you a series of questions based on five dimensions of financial well-being. Once submitted, you will receive a financial well-being score out of 100 along with recommendations on how to be aware of life’s opportunities as you work toward your financial goals.
 

Start your IG Living Plan Snapshot now! Visit the link below and go to the ‘Start Now!’ button.

https://financialwellbeing.sunshinepawchuk.com/