It’s Annual Review Time-Let’s Not Put it Off


What is an Annual Review?

  • Where are you now?
  • Where do you want to be in the future?
  • How will you get there?


Where are you now?

  • What was my salary last year?
    • How much did I pay myself from my business
    • What were my bonuses
  • How much did my salary go up or down from the previous year?
    • for business owners, what was the change from last quarter
  • What are my benefits from work?
    • Life insurance
    • Retirement
    • What else?
  • What are my expenses?
    • Rent, mortgage, car note
    • School fees, daycare, babysitting
    • Caring for a parent or other loved one
    • Debts
    • What else?
  • What do I want to keep doing?
    • Vacations
    • Nice clothes, bags, etc.
    • Saving for a house, new car, etc.
  • How much insurance do I have outside of work?
  • Do I have access to lump sum cash if I get hurt and can’t work?

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