Step 4 - Review

Regular reviews are a critical part of your unique plan to success. In addition to simple monitoring of your progress towards your financial goals, a regular review is necessary because personal circumstances and the economy change on a regular basis. Some examples of major life stage changes when a review would be necessary are outlined below -

• You change jobs

• You get an increase in income

• You have a need to purchase a new home

• An additional child is added to the family

• Inherit money

• Separate from Partner

• Suffer an illness

• You lose your job

To keep your plan to success on course we need to be kept informed of the major changes in your circumstances. We can then reassess the plan and make changes if appropriate.