Point Loma Advisors Subscriber Program
Designed for do-it-youself, on-going financial planning by beginning investors with uncomplicated financial situations who are focused on accumulating assets.
Access to financial planning software which links to personal accounts at most popular investment and banking institutions.
Access to our financial education material.
Access to a generalized question and answer service by a Lyon Park Advisors CERTIFIED FINANCIAL PLANNER® professional.
A 30 minute annual consultation with a Lyon Park Advisors CERTIFIED FINANCIAL PLANNER® professional.
For subscriber-only clients the program DOES NOT include initial or on-going financial planning by Point Loma Advisors. Therefore a financial plan professionally prepared by a Point Loma Advisors CFP® professional is highly recommended prior to subscribing.