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A plan is not rigid. If goals and aspirations are changing, talk to your advisor about re-shaping the investment plan.
With life changes such as change of employment and entrepreneurship, restructure your goals in the plan where longer-term goals can be put on pause.
Create safety nets and income buckets in the portfolio that can provide peace of mind during transitions. Speak to your advisor during any life changes that you intend to make.
Very useful to increase sales.
