Most people don’t think about their plan review until it’s right around the corner. Then, it’s a mad scramble—digging up reports, chasing down providers, trying to remember what worked and what didn’t.
That’s not the way to do it.
A plan review is your chance to make sure your funding actually supports your needs. The trick? Start early. Write down what’s working. Make note of what’s not. Keep receipts, reports, and any proof that shows what you need more of (or less of).
Go in prepared, and you’ll walk out with a plan that works for you—not one that’s just thrown together.
Need help getting organised? Yarning Crescent is here to guide you through it. Contact us today and get ahead of your next review.
Don’t wait. Plan smart.