FINR018 To stay on track, it pays to look back (482 words)

This article is focused on two audiences – those who have taken financial advice and it might be time for a review, and those who are still thinking about it. It provides an example of a potential outcome to inspire the latter group to seek advice.

Financial planning is, by its nature, forward-looking. What counts is where you are now and what you do in the coming months and years. That said; there’s good reason to pause and take a look over your shoulder to see how far you’ve come. Why? Because taking stock of what you have achieved so far can spur you on to even greater things in the future.

Don’t have a financial plan? In that case it’s well worth looking at what you may have missed out on, and making a resolution (why wait for New Year?) to do something about it.