Checking in on things once/year, but not all at once.
The Annual Review is a great time to deep-dive on who you are, who you want to be, and how you’re getting there… but there are a to of other things that need to be done ~once/year. Saving all of them for an annual review would blow up the scope of that review and turn it into a multi-day affair.
Another practice is that of the Distributed Annual Review. Where you schedule once/year events into your calendar, ideally paired alongside the Monthly Reviews. This way, you aren’t letting things fall off the table, but you’re also not shotgunning two days in late December to do some, let’s face it, not fun things.
Distributed Annual Review Topics
- Deep dive on property management
- Deep dive on retirement
- Pull your credit reports & check those out
- Check those smoke detectors
- Taxes
- Vacation planning
- Holiday planning
- Clean out your desk & filing cabinets
- Clean out your PC
- Schedule appointments with doctor’s, dentist’s, and whoever else you see