Personal - Financial Navigation Services

Guidance | Education | Accountability | Systems

Start Your Financial Journey Today

We are here to help you Navigate to Financial Freedom

Get Under Way

Your Financial Journey

We will Help You Navigate to Financial Freedom 

Looking for guidance on a specific financial matter?

We can provide you answers on 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.

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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.

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Living paycheck-to-paycheck?

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

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

We can guide you back on course.

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Not quite sure how to Focus, Organize and Prioritize your Life and Financial 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 increase your net worth, build wealth, retire with dignity and give back?

We can show you how to win with money. 

Personal – Financial Navigation (Coaching) Services

What We Provide Our Clients

Navigation

Bringing professional expertise with planning all your Cash Flow needs and assisting you to successfully navigate your finances through our 10 WayPoints Process.

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Guidance

Providing objective recommendations and advice on all financial issues.

 

Education

Educating financial management strategies, with the heart of a coach.

 

Accountability

Guiding and giving recommendations to stay on course with a sound financial plan.

Resources

Delivering relevant information and valuable resources for sustained financial health.

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.

Start Your Financial Journey Today

We are here to help you Navigate to Financial Freedom

Get Under Way

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