Financial planning is not a one-time
process. Life, your goals, tax laws,
and your financial world have a way
of changing, sometimes dramatically.
Go back to Worksheet 5–Cash Flow
Spending Plan and complete the last
two columns to help you track your
progress.
Periodically review your
spending plan.
Monitor the performance of
investments. Make adjustments if
necessary.
Make sure you contribute more
toward your retirement as you
earn more.
Update your various insurance
safety nets to reflect changes in
income or personal circumstances.
Keep your finances in order.
money and investing. Consider professional resources