As a business owner, a long-term financial plan will help you to reach your long-term goals and give you a focus for your short-term goals. A financial adviser can help you solidify the plan, so you can set yourself up to win financially by really managing your money.
Manage your financial plan, in part with an annual checkup to ensure that it remains congruent with your personal situation. Have your goals changed? How about your income, debt. How have your investments performed? More important, have they performed as you expected?
Depending on circumstances, it may make sense to review your plan semi-annually, even quarterly. If you do, however, don't confuse your long-term goals with short-term ups and downs in your personal situation -- meaning, don't be quick to change your plan.