The frequency with which you should review your wealth management plan will depend on your individual circumstances and goals. As a general rule, it is a good idea to review your plan at least once a year to ensure that it remains aligned with your financial objectives, risk tolerance, and investment timeline. However, major life events, such as marriage, divorce, the birth of a child, or a job change, may necessitate a more frequent review of your plan to ensure that it continues to reflect your changing needs and circumstances. Ultimately, the goal is to maintain an ongoing dialogue with your wealth manager to ensure that your plan remains relevant and effective over the long term.