Financial Navigation

Guidance | Education | Resources | Accountability

We Can Help!

For the past 8 years, we have helped countless individuals, couples, and families, create and implement a healthy financial plan that is practical, simple, intuitive and most importantly…works!

We Provide

Navigation

Experienced and professional guidance, education, resources and accountability in developing and implementing your healthy financial plan using our proprietary system and process

Guidance

Objective recommendations and advice on all financial issues

 

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Education

Sound financial education and academy courses, taught with the heart of a teacher

 

Resources

Valuable resources, systems, and tools for sustained financial health

 

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Accountability

Accountability and support to stay on course with your Financial Navigation Plan

Start Your Financial Journey

Schedule a Complimentary Financial Navigation Session Today!

What is Your Financial Journey?

Looking for guidance on a specific financial matter?

We can provide you answers to any financial issue or topic.

Experiencing emotions that have resulted from unhealthy financial decisions?

We can show you how to resolve the issues and move forward.

In a financial crisis situation or a financial storm?

We can navigate you back to a safe place.

Looking for a plan that will eliminate all your debt and build an emergency fund?

We have the expertise to help you accomplish those financial goals. 

Trying to save for future purchases or pay your home off early?

We have the system and process to make this a reality.

Living paycheck-to-paycheck?

We can develop a plan that will help you live comfortably without the stress.

Lost and overwhelmed with your personal finances and need to be pointed in the right direction?

We can guide you back on course.

Not quite sure how to Focus, Organize and Prioritize your Financial Life and Journey?

We can help produce an intuitive, practical and simple Financial Plan that always works.

Are you thinking of a way to continue your education or fund your children’s education?

We can show you how to achieve this objective without Student Loan Debt.

Are you unsure about investing, insurance and other financial products?

We will give you the objective factual answers without selling you financial products.

Wanting to retire with dignity, build wealth, increase net worth, give charitably and leave a legacy?

We can show you how to win with money. 

Start Your Financial Journey

Schedule a Complimentary Financial Navigation Session Today!

DISCLAIMER:  We do not sell any financial products or endorse any financial service providers.  Financial Navigation (Coaching) is designed to give you accurate and authoritative information with the regard to the subject matter covered.  It is provided with the understanding that the WayPoints Financial Navigator (Coach) is not engaged to render 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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