The process is to gather your financial information, analyze it, develop recommendations for improvement, implement the recommendations, and monitor progress.
A plan makes it easier to stay on track with your financial goals. It's easier because you now have both an advisor and processes to help you be accountable.
It may be possible to obtain great wealth without much effort, but you won't be able to enjoy it for very long without quality financial planning. Choosing to hire a Certified Financial Planner™ with Freedom Point Financial could be one of the best investments you ever make.