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On-Track Review Process

After your plan has been implemented, the on-track review process provides a framework to ensure you keep moving towards the goals that are important to you. The review process includes re-assessment of your lifestyle desires and priorities, measurement of your "progress to plan" and recommendations for changes. It also encompasses changes in the external environment such as legislation, markets and demographics.

If you have an investment portfolio, this review process is separate from the annual portfolio review.

"CHANGE IS THE LAW OF LIFE. AND THOSE WHO LOOK ONLY TO THE PAST OR THE PRESENT ARE CERTAIN TO MISS THE FUTURE."

JOHN F KENNEDY