Get A Gameplan To Win
‘Everyone has a plan until they get punched in the mouth.’ – Mike Tyson
We take the time to understand what’s important to you and your family. No matter how good we are at planning, life throws us punches. A key skill of a good Financial Planner being able to execute, to anticipate obstacles and create multiple pathways to each and every goal.
Plans are neither successful nor unsuccessful until they are executed. And the successful execution of a plan is more important than the plan itself. This is why working with an experienced and qualified financial planner is so important to your financial wellbeing.
Your Living Plan
Our complimentary 3-step process:
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Step #1: Book a 30-minute phone call
The 30-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a dermatologist if you needed heart surgery!
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Step #2: Exploratory meeting
During this 1-hour meeting (in-person or virtually), our goal is to get absolutely clear on your unique goals, concerns, and financial situation. This important step ensures that we, like a doctor, diagnose before we prescribe.
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Step #3: Analysis and review meeting
With your Living Plan completed, we take a focused 1-hour meeting to review our findings and recommendations, ensure that we answer, in plain English, exactly what you need to do to achieve your financial goals, improve your retirement plan, lower taxes and optimize your investments.
Keeping you on track to meet your goals.
Your IG Living Plan is updated by your IG consultant as needed so you can always have a holistic view of your financial picture. The plan keeps you up to date on these key areas of your financial life.
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GOALS
A look at whether you’re on track to meet or exceed your retirement goals.
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ASSETS
An outline of the assets you’re holding and whether your current portfolio is right for your situation.
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INSURANCE
An assessment of whether you have enough insurance to keep you financially secure during an unexpected event.
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CASH FLOW
A look at how much you’re saving versus how much you’re spending and ideas on how to adjust.
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PROBABILITY
A determination of how likely you are to reach your goals.
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NET WORTH
A summary of your net worth, which is the total value of your assets minus your debts.
Our Commitment To You
Your best interests and financial well-being is at the heart of what we do.
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Providing Confidence
Your success is our ultimate goal. We provide clear guidance to help you gain greater visibility and control over your entire financial life.
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Focusing On You
Our sole focus is to help you achieve your goals, throughout all of life’s ups and downs.
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Keeping You Informed
We are transparent with our fees and provide you with ongoing updates that help you track your progress.
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Delivering Excellence
We believe in integrity, courage, innovation and collaboration. We attract and retain a highly talented and diverse workforce.
