Going through the financial planning process is a good way to get your personal finances in order. In fact, few things will end up having as much impact on your financial life as having a financial plan.
The process of planning your finances allows you to immediately assess your current financial picture and prepare for your future financial situation.
A proper financial plan will also cover everything in between the now and retirement. It serves a personalized roadmap to financial security, covering everything from investment goals to ensuring you have the right insurance in place.