We shift our perspectives, our priorities, and our desires. Major life changes can sneak up on us when we least expect them.
Some shifts can be fantastic events like getting married, starting a family, or starting a business. But transitions also can be jarring, like dealing with a divorce, a sudden move or the loss of a loved one.
I have learned that we can run, but we can’t hide from these transitions. No one is exempt.
Investment plans are important because they create clarity for you, your financial advisers and your family members, so that you can prevent misunderstandings and headaches.
Finding clarity in your financial plan is equivalent to achieving peace of mind.