Financial GPS

Goal Planning System

Begin making healthy financial decisions using our proven system

We will provide you with easy to use tools to implement your financial plan 

Navigation Chart

Your 10 WayPoints Chart to guide and keep you on course and track your overall Financial Journey

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Cash Flow Plan

Your Monthly budget plan to allocate all your income, expenses, savings funds to achieve your Financial Goals

Instrument Panel

Your automated financial gauges (calculators) to review, analyze and monitor your financial plan

Navigation Plan

Your comprehensive and organized planning tool to document your financial goals and progress

Chart Locker

Your center for relevant and valuable online resources and providers that work seamlessly with your Navigation Plan

FreedomScore

Your proprietary financial freedom scoring tool, measuring your financial goals and your overall financial health

Virtual Tracking

Your online and monthly mobile budget app to implement your Navigation Plan and measure your progress

Focus, Organize and Prioritize Your Finances Today!

We are here to help you reach Your Financial Goals and Freedom

Start Your Financial Journey

Schedule a Complimentary Financial Navigation Session Today!

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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