When your financial advisor looks at your income and expenses over the last three months, (s)he will help chart future expenses.  Your financial advisor will update your plan every few years to make sure it reflects changes to your life situation, such as the birth of a child, a divorce or inheritance.  As well as positive changes in your life, you financial advisor will also want to know about negative events, such as job loss.  The advisor can help mitigate any financial effects of the life event, and may even be able to help you take advantage of any opportunities, such a payouts of a severance.

For more information on the topic please contact Stephen at 1.800.932.9989 or email financial@septen.com.

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