Financial Freedom Journey
Chart a Course to Financial FreedomREADY TO START YOUR FINANCIAL JOURNEY?
Click The Button Below To Schedule Your Complimentary Financial Consultation
ZERO IN
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
CLEAR RISKS
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
SAIL FORWARD
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
GET YOUR FINANCIAL FREEDOM SOLUTION NOW!
ZERO IN
30 Days or Less
WayPoint 1 (Organize)
Chart Your Course
Create an Overall Plan
Cash Flow Plan (Budget)
WayPoint 2 (Protect)
Setup Your Life-Shield
Protect Your Assets
Estate & Legacy Planning
WayPoint 3 (Guidance)
Get Coaching | Accountability & Support
Find a Partner or Professional
Enact and Fulfill Your Plan
CLEAR RISKS
24 Months or Less
WayPoint 4 (Begin Income Protection)
Establish Buffer Zone
Save an Initial Emergency Fund
$1,000 – $2,500
WayPoint 5 (Eliminate Risk)
Break DebtWave 
Payoff All Non-Mortgage Debts
From Lowest to Highest Balances
WayPoint 6 (Complete Income Protection)
Expand Safe Zone
Complete Your Emergency Fund
Save 3 – 6 Months of Living Expenses
SAIL FORWARD
24 Months – Lifetime
WayPoint 7 (Optional)
Homeward Bound
Save To Purchase A Home
Refinance Mortgage to 15 Year Term or Less
WayPoint 8 (A | B | C)
Forge Ahead
Save | Invest | Payoff
Retirement | Education | Home
WayPoint 9 (Financial Freedom)
Fly Colours & Pay Out
Build Wealth and Give
Continue Investing | Leave A Legacy | Give Charitably