A simple way to review your year
Published
In short
Five questions to ask before the year ends.
An annual review does not need a spreadsheet. Start with five questions: what changed, what you spent, what you saved, what you owe and what you want next year.
Write the answers on one page. Most people find one or two clear actions, such as raising a retirement contribution or moving cash that sits idle.
Bring the page to your next meeting and we will turn it into a plan.