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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:  

  • Expecting a child

  • Special family event

  • Assistance to a family member

  • Child going to college

  • Child getting married

  • Empty nest

Health:  

  • Concern about an aging parent

  • Concern about the health of child

  • Concern about the health of spouse

  • Family member with disability or illness

  • Recent death of a family member

  • Create end of life medical directive

Work:

  • Concern about an aging parent

  • Concern about the health of child

  • Concern about the health of spouse

  • Family member with disability or illness

  • Recent death of a family member

  • Create end of life medical directive

Retirement:  

  • Concern about an aging parent

  • Concern about the health of child

  • Concern about the health of spouse

  • Family member with disability or illness

  • Recent death of a family member

  • Create end of life medical directive

  • Start receiving retirement distributions

Financial:  

  • Refinancing mortgage

  • Reconsidering investment philosophy

  • Significant investment gain

  • Significant investment loss

  • Considering investment opportunity

  • Receiving inheritance

Giving: 

  • Stipend to family member

  • Gift to children / grandchildren

  • Develop / review estate plan

  • Create a foundation

  • Create or fund a scholarship

  • Fund a cause or event