Our Story and Journey

Our Story and Journey begins in June 2010 with serving clients from a small office in Sykesville, MD, our local community and surrounding areas.  The country and most of the world was in the middle of a major financial economic crisis, which economists called a major recession.  This recession and near economic depression was unlike anything most generations, other than the Greatest Generation who lived through the Great Depression between 1929-1938, had ever seen in their lifetime…READ MORE

Our Financial Navigation Crew

Our Crew consists of highly skilled Financial Coaches who are called WayPoints Financial Navigators. They are all Ramsey Solutions – Master Financial Coaches, who acquired their training with Ramsey Solutions in Brentwood, Tennessee.  These Financial Navigators are passionate and bring diverse skills, backgrounds, education and experience to the organization with the common goal to help Navigate Your Financial Journey and Chart Your Course to Financial Freedom.

Our Crew Members pride themselves in the compassion and empathy they offer, while they navigate (guide), educate, encourage and inspire our clients toward making sound and healthy financial decisions on their Financial  Journey in life…READ MORE

Our Corporate Logo 

This Logo captures the true essence of symbolism it represents.  The “W”, of course, represents the first letter of our Company name and will stand alone as an icon for our business.

The center of the “W” is represented by a Compass or Divider Caliper. A Seagoing Navigator uses the Divider Caliper to plot out and measure a course for a vessel to transverse along with minimal disruption and delays caused by weather or turbulent seas.  Our Compass represents our Financial Navigators plotting a personalized course for your life’s Financial Journey using the Financial WayPoints as coordinates on the Navigation Chart Line…READ MORE