Courses 5. Successful Reviews Scoping Your Review

Scoping Your Review

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It’s one thing to have a decent financial plan, to know where you’re going with your finances and your life. But, as the saying goes, no battle plan survives contact with the enemy. For our purposes we can adjust this saying and adopt it as a mantra:

No financial plan survives contact with real life.

And that’s why it is so important to review your financial plan and also your arrangements of the back of that plan, at least once a year. Life changes, and your plan will need to change with it.

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