Seven Steps To Clarity - Review and adjust

Seven Steps To Clarity

So now you’re making progress; it’s time to check up and tweak things if necessary

Step 6: Review and Adjust

Just as you wouldn't leave a pan unattended on the hob, your financial plan needs regular monitoring and adjustment. This crucial step ensures you stay on track towards your goals and can adapt to life's inevitable changes.

Regular reviews help you:

- Spot potential problems before they become serious
- Celebrate your progress and maintain motivation
- Adjust your strategy when circumstances change
- Ensure your financial plan remains aligned with your current priorities

How Financial Coaching Can Help

A financial coach provides the accountability and expertise to make your review process effective. They'll help you:

- Establish a realistic review schedule that fits your lifestyle
- Identify which metrics matter most for your situation
- Make informed adjustments when things aren't working as planned
- Stay motivated during challenging periods
- Recognise when you're ready to progress to the next level

Think of this step as your financial health check – regular reviews catch small issues before they become big problems, and keep you moving confidently towards clarity.