4 times you might want to review your financial plan

When you create your financial plan, you might envision everything following the path you’ve set out. However, life is often unexpected, and your plan should be updated to reflect changes to your circumstances.

So, as well as your regular meetings, you might want to book additional reviews with your financial planner to ensure your plan continues to reflect your situation. Here are four times you might want to call us to schedule a review.

1. Your goals have changed

Your goals are at the heart of your financial plan and guide the decisions you make.

Your goals aren’t set in stone, and it’s normal to change your mind at times. Perhaps you’ve decided you want to start a business, step back from work sooner than expected, or help a family member get on the property ladder?

Your financial planner could help you understand if these goals can be achieved with your current plan or if adjustments may be needed.

For example, if you want to retire five years earlier than y