Q: Why review your financial plan mid-year?
A: Because plans aren’t “set it and forget it.” Life changes. Markets shift. Reviewing your plan helps ensure your strategy still supports your goals—and catches issues before they compound.
Q: How often should I revisit my financial plan?
A: At least once a year—ideally twice. Regular reviews keep your strategy aligned as life evolves. In fact, those who follow a financial plan are 62% more likely to increase their savings each year.
Q: What should I look for in a mid-year review?
A: Revisit your goals, cash flow, savings rate, major expenses, insurance needs, and any tax or estate changes. Then check if your investment strategy still aligns with where you’re headed.
Q: What if my goals have changed?
A: Revisiting timelines, revising projected cash flows, and adjusting allocation as needed will help align your plan—ensuring your investment strategy stays on track.
Q: Can this actually make a difference?
A: Yes. Annual financial reviews often prompt increased savings and better goal alignment. A small mid-year adjustment can have a lasting impact.
Your financial plan is a living roadmap—not a one-time document.
Let’s revisit your plan and make sure you’re still headed in the right direction.
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**Content is for informational purposes only. Neither the information nor any opinion expressed in this content constitutes an offer by Cottonwood Wealth Strategies to buy or sell any securities or financial instruments, or to provide any investment advice or service.