PRISM: Prioritizing Your Goals

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Monitoring Your Allocation, Progress and Life Stages Worksheet 

04-28-2022 13:19

Step 5: Monitoring Your Allocation, Progress and Life Stages
PRISM ACADEMY "M"  WORKSHEET

The final step of the PRISM process is effectively monitoring your portfolio. It is designed to help you view your portfolio within the context of your goals, desired allocation and current stage of life.

There are three key parts to this step:
- Review your portfolio allocation to ensure it has not strayed too far off target.
- Check your progress toward your goals to make sure you remain on track to achieve them.
- Ask yourself whether there has been any life stage or family changes to warrant a review of your goals and risk tolerance.

We will show you how to do all three. You will learn how to perform a disciplined portfolio review and make objective decisions. You will also learn what could prompt you to revise your wealth-building plan.


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