Thank you for investing in your WayPoints Program.

You will receive an email from Stripe confirming your transaction.

WHAT HAPPENS NEXT?

 

1 | SCHEDULE

Pick a date and time slot on the calendar below that fits your schedule.

 

2 | PLANNING AND COACHING MEETING

We’ll meet online at the time you selected.

To prepare for our first session, please have your monthly financial information available to discuss starting with:

  • Income (Pay Check Stubs)
  • Tax Refund Amount (Previous Year)

If you are married or in a partnership, it is important that you both join the meeting. If you’re not at the same location, you will be able to individually conference into the meeting.

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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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