How can a financial planner help you?

Financial planning is done on an ongoing basis, while respecting your abilities and your priorities: life events are often unpredictable. A good financial action plan is adaptable and must reflect your aspirations and your reality. A financial planner helps you chart a course for your financial life. This ranges from budgeting to saving, reducing your tax burden and the financial legacy of your children. If you're thinking about hiring a financial planner, here's what you need to know.

How to do good financial planning?

A financial plan is a complete picture of your current finances, your financial goals, and all the strategies you have set out to achieve those goals. Good financial planning should include details about your cash flow, savings, debts, investments, insurance and any other part of your financial life.