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Planning Tools

At the IFS Group, we strive to really get to know our clients and understand both their financial and personal goals. We help you develop a life-centered approach to your finances so you can understand how your decisions and life transitions impact your financial health.

Our team works with you to understand how your principles, history, and personality help determine your current financial state and your future goals.

To get started with your Financial Life Planning profile, we invite you to start your profile here. These profile questions will give you and your advisor a clear idea of what’s most important to you and how we can best guide you through life’s transitions and big decisions.