[:en]<\/p>\n
Until now, financial planning has traditionally relied on a six-step process acknowledged as a standard in the financial planning community. We recognized a significant void in that process; the focus was heavy on numbers but paid little attention to lifestyle.<\/p>\n
It is precisely the addition of this lifestyle focus that gives the Dream Achiever Process\u2122 its leading edge in today\u2019s financial planning community. We are convinced that it gives our clients reason to stay with DD Humes.<\/p>\n
We begin with the completion of the \u201cKnow Your Client\u201d (KYC) forms, which let both sides know almost immediately how comfortable each party is with the philosophy behind the Dream Achiever Process\u2122. Ideal Humes\u2019 clients find value in life mapping, and concentrate on their overall objectives, rather than individual transactions. At DD Humes we focus on the Big Picture.[:fr]<\/p>\n
Le Processus de r\u00e9alisation de r\u00eaves™ est un concept unique sur le march\u00e9 actuel qui a \u00e9t\u00e9 d\u00e9velopp\u00e9 sur une p\u00e9riode de 45 ans par DD Humes.<\/p>\n
La planification financi\u00e8re a g\u00e9n\u00e9ralement \u00e9t\u00e9 fond\u00e9e sur un processus de six \u00e9tapes devenue la norme dans l’industrie. Nous nous sommes aper\u00e7us que ce processus se concentrait trop sur les chiffres et pas assez sur la qualit\u00e9 de vie d\u00e9sir\u00e9e.<\/p>\n
Carte du processus :<\/strong> Bien que le Processus de r\u00e9alisation de r\u00eaves™ s’adresse \u00e0 tout le monde, chacun doit y voir un moyen de satisfaire ses besoins. La philosophie de DD Humes et celle de son client doivent s\u2019enligner d\u00e8s le tout d\u00e9but.<\/p>\n Le Processus de r\u00e9alisation de r\u00eaves™ se concentre sur le style de vie plut\u00f4t que sur les chiffres car il est difficile d\u2019\u00e9pargner sans avoir de but concret. C\u2019est pour \u00e7a que nous aiderons nos clients \u00e0 r\u00e9diger un plan d\u00e9taill\u00e9 qui leur permettront d\u2019atteindre leurs objectifs.[:]<\/p>\n","protected":false},"excerpt":{"rendered":" [:en] The Dream Achiever Process\u2122, developed over a 45-year period by DD Humes, is unique in today\u2019s marketplace. Until now, financial planning has traditionally relied on a six-step process acknowledged as a standard in the financial planning community. We recognized a significant void in that process; the focus was heavy on numbers but paid little […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-13","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/dd.macroblu.com\/fr\/wp-json\/wp\/v2\/pages\/13","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dd.macroblu.com\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/dd.macroblu.com\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/dd.macroblu.com\/fr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dd.macroblu.com\/fr\/wp-json\/wp\/v2\/comments?post=13"}],"version-history":[{"count":5,"href":"https:\/\/dd.macroblu.com\/fr\/wp-json\/wp\/v2\/pages\/13\/revisions"}],"predecessor-version":[{"id":1004,"href":"https:\/\/dd.macroblu.com\/fr\/wp-json\/wp\/v2\/pages\/13\/revisions\/1004"}],"wp:attachment":[{"href":"https:\/\/dd.macroblu.com\/fr\/wp-json\/wp\/v2\/media?parent=13"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nLe Processus de r\u00e9alisation de r\u00eaves™ est un outil d’avant-garde dans le monde de la planification financi\u00e8re d’aujourd’hui con\u00e7u pour aider nos clients \u00e0 r\u00e9aliser leur vie de r\u00eave. Nous sommes convaincus que le Processus de r\u00e9alisation de r\u00eaves est une des raisons pour laquelle nos clients nous restent fid\u00e8les.<\/p>\n