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Most people are aware of their needs - retirment, education, marriage -- but fail to put a structure around it. Even when financially aware, many are also lacking well defined end objectives and goals.
When life changes, make new investment plans to better fit your aspirations. "Do we have enough?" -- ask your advisor if you are looking to venture into new areas such as volunteering your expertise with NGO.
Financially planning and having put in a good structure early gives investors the financial freedom to tweak their goals and pursue other passions and aspirations at a different life stage.
Its always a pleasure to hear the most soft spoken Vishal. Truly a touching experience.
Thanks!.. for giving key take aways regularly...
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