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
Create an Overall Plan
Cash Flow Plan (Budget)
WayPoint 2
Setup Life-Shield
Protect Your Assets
Estate and Legacy Planning
WayPoint 3
Get Accountability and Support
Find a Partner or Professional
Enact and Fulfill Your Plan
SECURE HAZMAT
24 Months or Less
WayPoint 6 (Baby Step 3)
Expand Safe Zone
Complete Your Emergency Fund
Save 3 – 6 Months of Living Expenses
WayPoint 5 (Baby Step 2)
Break DebtWave
Payoff All Non-Mortgage Debts
From Lowest to Highest Balances
WayPoint 4 (Baby Step 1)
Establish Buffer Zone
Save an Initial Emergency Fund
$1,000 – $2,500
SAIL FORWARD
24 Months – Lifetime
WayPoint 7 (Baby Step 3B)
Homeward Bound
Save To Purchase a Home
Refinance Mortgage to 15 Year Term or Less
WayPoint 8 (Baby Steps 4 | 5 | 6)
Forge Ahead
Save | Invest | Payoff
Retirement | Education | Home
WayPoint 9 (Baby Step 7)
Flying Colours & Pay Out
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
Chart Your Course
Create an Overall Plan
Cash Flow Plan (Budget)
WayPoint 2
Setup Your Life-Shield
Protect Your Assets
Estate & Legacy Planning
WayPoint 3
Get Accountability & Support
Find a Partner or Professional
Enact and Fulfill Your Plan
SECURE RISK
24 Months or Less
WayPoint 4 (Baby Step 1)
Establish Buffer Zone
Save an Initial Emergency Fund
$1,000 – $2,500
WayPoint 5 (Baby Step 2)
Break DebtWave 
Payoff All Non-Mortgage Debts
From Lowest to Highest Balances
WayPoint 6 (Baby Step 3)
Expand Safe Zone
Complete Your Emergency Fund
Save 3 – 6 Months of Living Expenses
SAIL FORWARD
24 Months – Lifetime
WayPoint 7 (Baby Step 3B)
Homeward Bound
Save To Purchase A Home
Refinance Mortgage to 15 Year Term or Less
WayPoint 8 (Baby Steps 4 | 5 | 6)
Forge Ahead
Save | Invest | Payoff
Retirement | Education | Home
WayPoint 9 (Baby Step 7)
Fly Colours & Pay Out
Build Wealth and Give
Continue Investing | Leave A Legacy | Give Charitably