Financial planning enables you to gain a big picture view of your overall wealth. A comprehensive financial plan provides you with a strategic approach to protecting and harmonizing the benefits of your various assets, often enabling you to realize your life goals sooner.
In addition, a sound financial plan enables you to protect your financial well-being through the transition from one life stage to the next, including natural and unexpected life changes. Your financial plan lays the foundation for your retirement plan, enabling you to optimize retirement strategies and enjoy financial independence throughout your adult life.