Sticking to the Plan

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Once you’ve established a relationship with a qualified financial advisor, identified your advisory team and tasked your financial advisor with helping to guide it, the most important thing is sticking to the plan.

Far too often, clients don’t go through the necessary trouble of compiling documents and scheduling time with their advisors only to review what is essentially a snapshot of their complete plan, never again updating or following through on the recommended advice.

As we previously discussed, things change over time. Make it a priority to review and update your financial plan at least annually.

The information contained herein represents the current views and opinions of Westwood Wealth Management and its Financial Planning Group (collectively “Westwood”). The content presented has been curated by Westwood, but the material is the product and property of Broadridge Investor Communication Solutions, Inc., which Westwood has licensed for use and distribution. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable.

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