Part of a financial planning series.
Not sure you need a financial plan? This article is part of a series on why you might benefit from working with an independent fiduciary advisor to create a financial plan.
You may know what you need, and it's likely that you have some clear goals for what you would do if you won the lottery. But how can you make informed choices based on what you have? How will you take meaningful but conservative financial steps for the future? One reason you might benefit from going through the financial planning process is: