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Implementing and monitoring your spending plan

Jun 01, 2024 · 1 min read

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Help clients review their year-to-date spending and compare it with their goals. Here are some client questions related to evaluating their spending at mid-year:

  • Is the monitoring method being used still working well or should we discuss options?

  • Have there been any material changes to your income or expenses since we last discussed your plan?

  • What has surprised your most about your results so far this year?

  • Do you anticipate any significant changes in the coming months?

  • What fund source

Download the Implementing and monitoring your spending plan

File name: Implementing and monitoring your spending plan.pdf

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