We review your plan to analyze the projected data and determine your current financial situation. This allows us to advise you on your roadmap. It also helps us make specific recommendations. For instance, if your current portfolio is concentrated in one specific market sector, a recommendation might be to diversify the portfolio to reduce risk. Finally, it helps us to conduct annual reviews with you, to track your progress. Changes in your life today often will change your goals for tomorrow. It’s important to continually update your plan to ensure your goals and concerns are being addressed.