{"id":38797,"date":"2021-11-03T14:21:29","date_gmt":"2021-11-03T18:21:29","guid":{"rendered":"https:\/\/ivari.ca\/?post_type=good_reads&#038;p=38797"},"modified":"2024-12-10T14:52:00","modified_gmt":"2024-12-10T19:52:00","slug":"pourquoi-faire-appel-a-un-planificateur-financier","status":"publish","type":"good_reads","link":"https:\/\/ivari.ca\/fr\/ressources\/faq\/bonnes-lectures\/pourquoi-faire-appel-a-un-planificateur-financier\/","title":{"rendered":"Pourquoi faire appel \u00e0 un planificateur financier?"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row css=\u00a0\u00bb.vc_custom_1633110907975{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00a0\u00bb el_id=\u00a0\u00bbpost-banner\u00a0\u00bb][vc_column][vc_row_inner content_placement=\u00a0\u00bbbottom\u00a0\u00bb css=\u00a0\u00bb.vc_custom_1635867078187{background-image: url(https:\/\/ivari.ca\/files\/2021\/11\/shutterstock_534365356-financial-planner-scaled.jpg?id=35052) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}\u00a0\u00bb el_class=\u00a0\u00bbpost-banner\u00a0\u00bb][vc_column_inner el_class=\u00a0\u00bbimage-row-text-column\u00a0\u00bb width=\u00a0\u00bb2\/5&Prime;][vc_column_text]<\/p>\n<h1>\t\t\t<span id=\"typedjs70\" class=\"animated-typed-js-shortcode \"><\/span>\n\t\t\t<script>\n\t\t\tvar typedjs70 = new Typed('#typedjs70', {\n\t\t\t\tstrings: [\"Pourquoi faire appel \\u00e0 un planificateur financier?\"],\n\t\t\t\ttypeSpeed: 80,\n\t\t\t\tbackSpeed: 50,\n\t\t\t\tbackDelay: 500,\n\t\t\t\tstartDelay: 1000,\n\t\t\t\tloop: false,\n\t\t\t\tloopCount: 0,\n\t\t\t\tfadeOut: false,\n\t\t\t\tfadeOutDelay: 500,\n\t\t\t\tsmartBackspace: true,\n\t\t\t\tshuffle: false,\n\t\t\t\tshowCursor: true,\n\t\t\t\tcursorChar: \"|\"\n\t\t\t});\n\t\t\t<\/script>\n\n\t\t<\/h1>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb3\/5&Prime;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row el_id=\u00a0\u00bbpage-subheader\u00a0\u00bb][vc_column][vc_column_text]Lorsque vous entendez des gens parler de leur \u00ab planificateur financier \u00bb, vous \u00eates-vous demand\u00e9 si vous devriez aussi en avoir un? Si vous avez des objectifs financiers, mais sans trop savoir comment les atteindre, un planificateur financier peut vous conseiller \u00e0 ce propos.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text el_class=\u00a0\u00bbivari-row\u00a0\u00bb]<\/p>\n<h2>Le r\u00f4le du planificateur financier<\/h2>\n<p>Son r\u00f4le est de vous aider \u00e0 d\u00e9finir vos objectifs financiers et \u00e0 comprendre vos besoins en assurance vie. \u00c0 partir de ces renseignements, il \u00e9laborera un plan d\u2019action personnalis\u00e9 dans lequel il formulera des recommandations sur les mesures \u00e0 prendre pour atteindre vos objectifs.[\/vc_column_text][vc_row_inner el_class=\u00a0\u00bbarticle-section\u00a0\u00bb][vc_column_inner width=\u00a0\u00bb1\/4&Prime;][vc_column_text]<\/p>\n<h2>1. Planification<\/h2>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb3\/4&Prime;][vc_column_text]Le planificateur financier vous proposera un plan d\u2019action apr\u00e8s une analyse compl\u00e8te de votre situation financi\u00e8re actuelle et de vos objectifs \u00e0 long terme. Pr\u00e9alablement \u00e0 votre rencontre, servez-vous de l\u2019outil Portrait-Assurance d\u2019ivari pour mieux comprendre vos besoins de protection.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner el_class=\u00a0\u00bbarticle-section\u00a0\u00bb][vc_column_inner width=\u00a0\u00bb1\/4&Prime;][vc_column_text]<\/p>\n<h2>2. Protection<\/h2>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb3\/4&Prime;][vc_column_text]L\u2019assurance \u2012 qu\u2019il s\u2019agisse d\u2019assurance vie, d\u2019assurance maladies graves ou d\u2019assurance soins de longue dur\u00e9e \u2012 est le pilier d\u2019un programme de s\u00e9curit\u00e9 financi\u00e8re. Il ne sert \u00e0 rien de mettre en place un programme de s\u00e9curit\u00e9 financi\u00e8re s\u2019il n\u2019est pas assorti d\u2019une protection d\u2019assurance.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner el_class=\u00a0\u00bbarticle-section\u00a0\u00bb][vc_column_inner width=\u00a0\u00bb1\/4&Prime;][vc_column_text]<\/p>\n<h2>3. Passation<\/h2>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb3\/4&Prime;][vc_column_text]La plupart des services de planification financi\u00e8re incluent la planification des legs. Une bonne strat\u00e9gie de planification des legs facilitera la transmission de vos biens \u00e0 votre famille ou \u00e0 vos autres proches ou aux organismes que vous appuyez. Un planificateur financier regroupera vos \u00e9l\u00e9ments d\u2019actif dans le but d\u2019optimiser la valeur successorale nette et de r\u00e9duire au minimum l\u2019imp\u00f4t \u00e0 payer par vos ayants droit \u00e0 votre d\u00e9c\u00e8s.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Lorsque vous entendez des gens parler de leur \u00ab planificateur financier \u00bb, vous \u00eates-vous demand\u00e9 si vous devriez aussi en avoir un?<\/p>\n","protected":false},"featured_media":35053,"template":"","meta":{"_acf_changed":false,"_searchwp_excluded":""},"social_share":[],"good_reads_categories":[478,476],"class_list":["post-38797","good_reads","type-good_reads","status-publish","has-post-thumbnail","hentry","good_reads_categories-assurance-vie","good_reads_categories-finance-et-epargne-personnelles"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Pourquoi faire appel \u00e0 un planificateur financier? 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