Financial Freedom Journey

Chart a Course to Financial Freedom

30 Days or Less

WayPoint 1

Chart Your Course
(Focus | Organize | Prioritize)

Create an Overall Plan
Setup CashFlow Plan (Budget)

WayPoint 2

Setup Life-Shield
(Protect Life | Family)

Protect Your Income | Assets
Estate and Legacy Planning

WayPoint 3

Coaching | Accountability and Support
(Build Your Financial Team)

Find a Partner or Professional
Create | Enact | Fulfill Your Plan


24 Months or Less

WayPoint 6

Expand Safe Zone
(Protect Overall Plan)

Complete Your Emergency Fund
Save 3 – 6 Months of Living Expenses

WayPoint 5

Break DebtWave
(Eliminate Financial Risk)

Payoff All Non-Mortgage Debts
From Lowest to Highest Balances

WayPoint 4

Establish Buffer Zone
(Protect CashFlow Plan)

Save an Initial Emergency Fund
$1,000 – $2,500


24 Months – Lifetime

WayPoint 7

Homeward Bound
(Save Home Down Payment)

Save To Purchase a Home
Refinance Mortgage to 15 Year Term or Less

WayPoint 8 (A | B | C)

Forge Ahead
(Save and Invest Long-Term)

Save for Retirement and Children’s Education
Payoff Home Early

WayPoint 9

Flying Colours & Pay Out
(Live Financially Free | Give Generously)

Build Wealth and Give
Continue Investing | Leave a Legacy | Give Charitably

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DISCLAIMER:  We do not sell any financial products, investments, instruments or endorse any financial service providers.  Financial Navigation (Coaching) is designed to give you accurate and authoritative information with specific regard to the subject matter covered. It is provided with the understanding that the WayPoints Financial Navigator is not engaged in rendering legal, accounting, investment or other licensed professional advice.  Since your situation is fact-dependent, if needed, you must additionally seek the services of an appropriately licensed legal, accounting, investment or other professional.

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