FINANCIAL FREEDOM SOLUTION

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

ELIMINATE RISK

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)

Fly Colours & Pay Out


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

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

ELIMINATE RISK

24 Months or Less

WayPoint 4

Establish Buffer Zone

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

WayPoint 5

Break DebtWave

Payoff All Non-Mortgage Debts
From Lowest to Highest Balances

WayPoint 6

Expand Safe Zone

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

SAIL FORWARD

24 Months – Lifetime

WayPoint 7

Homeward Bound

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

WayPoint 8

Forge Ahead


Save | Invest | Payoff
Retirement | Education | Home

WayPoint 9

Fly Colours & Pay Out

Build Wealth and Give
Continue Investing | Leave A Legacy | Give Charitably
Dave Ramsey Preferred Coach logo

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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