WayPoints Financial Services, LLC consists of highly skilled Financial Coaches who call themselves WayPoints Financial Navigators. They are all Ramsey Solutions Master Financial Coaches, attended training with Ramsey Solutions in Brentwood, Tennessee and bring diverse talents to the organization.
WayPoints Financial Services, LLC is the successor to PDR (Project Debt RESCUE) Financial Coaching Services which was founded in September of 2008. John Murdock, President, Owner and Founder joined the PDR team in June of 2010 and then as an owner in January of 2011. Robert Savage joined the team in March of 2014 followed by Bryan Angelilli in December 2014.
In August 2014, PDR Financial Coaching became WayPoints Financial Services, LLC. This business transformation and retooling of the business name, image and logo was needed so we could begin to optimize and serve a larger client base with a clear mission.
We pride ourselves with the compassion we offer while we teach, educate, instruct and guide our clients toward making sound financial decisions for their financial journey.
We don’t sell financial products but provide a financial navigation service that will produce a plan for individuals, couples and families to win with money. We guide our clients through their crisis, help them develop a Zero Based Cash Flow Plan (Budget), teach them how to fund an Emergency Fund, provide them with a process, system and tools to eliminate their unsecured debt, help them understand the dynamics of purchasing a home, guide them in their retirement planning, provide them with college savings tips, show them how to accelerate payment on their home and give them the hope to give like never before.
If you are lost in your financial journey, we can guide you toward a better tomorrow.