Week 24 Day 5 Action Items

Day 5

• [ ] Assess your current retirement plan in the context of your business and personal financial situation.
• [ ] Identify potential challenges and risks associated with your retirement goals.

Reflection Questions: Have your retirement plans changed since the last time you re-evaluated your plan? What business, family, living, or financial changes have created the need for an adjustment to your current financial plan?

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Updating your financial plan

Review your current financial plan and make adjustments based on changes in your business, family, or finances. Add a list of tasks to complete to update these needed changes.

• [ ] Task to complete 1
• [ ] Task to complete 2
• [ ] Task to complete 3

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