Point Loma Advisors
Financial Planning and Investing for Professionals

(619) 798-6400
System Lifecycle
Let’s take a look at the six lifecycle categories, and a few of the important transitions we can help you map out and prepare for:
Family:
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Expecting a child
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Special family event
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Assistance to a family member
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Child going to college
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Child getting married
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Empty nest
Health:
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Concern about an aging parent
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Concern about the health of child
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Concern about the health of spouse
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Family member with disability or illness
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Recent death of a family member
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Create end of life medical directive
Work:
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Concern about an aging parent
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Concern about the health of child
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Concern about the health of spouse
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Family member with disability or illness
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Recent death of a family member
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Create end of life medical directive
Retirement:
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Concern about an aging parent
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Concern about the health of child
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Concern about the health of spouse
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Family member with disability or illness
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Recent death of a family member
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Create end of life medical directive
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Start receiving retirement distributions
Financial:
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Refinancing mortgage
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Reconsidering investment philosophy
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Significant investment gain
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Significant investment loss
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Considering investment opportunity
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Receiving inheritance
Giving:
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Stipend to family member
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Gift to children / grandchildren
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Develop / review estate plan
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Create a foundation
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Create or fund a scholarship
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Fund a cause or event