carlascholz

About me

My approach is centered on understanding your unique financial needs and goals. With over 10 years of experience as a CERTIFIED FINANCIAL PLANNER professional—the gold standard in financial planning—I excel in creating personalized strategies that align with your unique goals. Whether you’re saving for retirement, preserving your estate for your loved ones, preparing for the unexpected, or navigating complex business financial decisions, I provide tailored solutions designed to adapt to your life.  Through a tailored approach that combines in-depth analysis, strategic planning, and proactive management, I deliver sound advice and actionable guidance every step of the way. My commitment is to help you achieve your financial aspirations with confidence and clarity.

What We Do

We provide a sophisticated approach to managing your wealth by developing personalized financial strategies that align with your short- and long-term goals. With over a decade of experience as a CERTIFIED FINANCIAL PLANNER professional we offer tailored solutions to help you navigate every stage of your financial journey with confidence.

My approach ensures that you:

Simplify your entire financial life.
Gain peace of mind by reducing financial concerns.
Receive expert guidance through critical financial events.
Benefit from tax-efficient strategies designed to enhance your financial position.
Have a proactive financial plan that evolves with new opportunities.

Discover & Clarify

Your values, dreams, goals and concerns to help us tailor our relationship with you and prioritize your financial needs.

Analyze & Explore Options

Of concepts and scenarios to apply to your personal situation that minimize taxes, mitigate risk and protect your wealth.

Develop & Present

Your IG Living Plan—that integrates your customized investment program. This plan is designed to adapt to your evolving financial needs, ensuring a strategic approach to wealth management that aligns with your goals.

Finalize & Implement

The custom strategies in your IG Living Plan -that synchronizes all dimensions of your financial well-being.

Proactively Service & Respond

As your life, family circumstances and markets change – we will identify and present all relevant scenarios before adjusting any element of your IG Living Plan.

A Process Designed Around You

True financial planning goes beyond investments—it’s about having a holistic view of your wealth across all key areas:

Optimizing Retirement – Ensuring you have the freedom to enjoy the retirement you envision.
Planning for Major Expenditures – Strategically preparing for significant life events, from home purchases to education funding.
Maximizing Your Business Success – Helping business owners integrate personal and professional financial goals.
Preparing for the Unexpected – Building resilience against life’s uncertainties with risk management strategies.
Managing Cash Flow Efficiently – Ensuring your money is working for you in the most effective way possible.
Sharing Your Wealth – Structuring your estate and legacy to benefit the people and causes you care about.

There’s no such thing as a one-size-fits-all approach to financial planning, so we begin by understanding what really matters to you.

We’ll clarify your goals and concerns, evaluate your current financial situation, and synchronize these six major areas of your financial well-being to create your IG Living Plan™. As your life evolves, our ongoing process proactively monitors and adapts to your needs—delivering a comprehensive yet flexible approach to financial planning that grows with you.

Our Solutions

Tailored for Every Stage of Life

Insurance Planning

We can help you develop a well-constructed insurance plan, that will benefit your current financial situation and help reduce the chances of future financial challenges.

Retirement Planning

Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.

 We’ll take the time to clearly understand your goals and objectives to create a comprehensive plan with customized strategies and proactively monitor your strategy to determine income gaps, ensure asset sustainability, and suggest appropriate product or planning alternatives.

Tax Strategies

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Intergenerational Wealth Transfer

You’ve worked hard to build your wealth. We can help keep it working hard for your family for years to come.

 Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, developing a sustainable financial plan to manage family wealth effectively and efficiently requires tailored advice and a team of experts.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

What Our Clients Say

Carla is amazing. She made what seemed to be a tough problem quite simple and with sound advice. Her work ethic is second to none and her attention to detail is fantastic. I would recommend working with her as I will be continuing our working relationship far into the future.

Great financial advisor! Very thorough & explains things in a way you can understand. I feel comfortable when I go over my finances with Carla. Highly recommend !

Let’s Start Planning Your Financial Future

Contact Carla Scholz Today!

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Helping You Build a Secure Financial Future