How often should I review my financial plan?

It is imperative to review your financial plan at least once a year to ensure that it reflects your goals and priorities. It helps you establish the action items in the plan, so that you are clear on which aspects you need to proactively look into for the next couple of months. You should ideally visit your financial planner twice a year to make the necessary changes and keep things on track, especially for important events like marriage, the birth of a child, inheritance, divorce, etc.

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