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Providing Helpful ResourcesHoliday Blues
As we begin to prepare for Christmas Eve and Christmas Day, let us not forget that many people we will encounter over the next couple of days may be experiencing a variety of stress, anxiety, loneliness, and hopelessness feelings. Many of these people may be one...
WayPoint 3 – Buffer Zone
You are well on your way to creating a plan that will help you reach your financial destination. Now that you have a zero based budget, it's time to concentrate on WayPoint 3. We call this WayPoint the "Buffer Zone". A Buffer Zone in nautical terms means; "An area...
WayPoint 2 – Zero In
Once you are past Mayday Clear and current on all your bills, it's time to narrow in on developing a zero-based budget. Our second WayPoint is labeled Zero In. This is where you narrow in on your target and create discipline that will lead you toward developing a...
WayPoint 1 – Mayday Clear
As it is with every journey, you must minimize the risk before you set sail. If there is a crisis occurring in your life, we encourage you to deal with the crisis before you develop a plan to do anything else. Your concentration should be on finding a way to...
WayPoints
We are often asked what a WayPoint is. They are a set of coordinates that are used to chart a course so one can reach their destination in a timely and safe manner. A WayPoint can be a physical object, a location or a reference point. WayPoints Financial Services...
WayPoints Introduction
Our WayPoints Navigation Chart was developed as reference points or WayPoints for clients to achieve as they journey toward their financial destination. There are 10 coordinates laid out in succession that will guide clients from the beginning of their journey to...