WayPoints Journey
Chart Your Course to Financial FreedomZERO IN
30 Days or Less
WayPoint 1
Chart Your Course
(Build Your Financial Plan)
Setup CashFlow Plan (Budget)
Focus | Organize | Prioritize
WayPoint 2
Setup Your Life-Shield
(Protect Your CashFlow Plan)
Protect Your Income | Assets
Estate and Legacy Planning
WayPoint 3
Build Your Financial Crew
(Expert Support and Accountability)
Help Launch Your Plan
Support and Accountability
CLEAR RISKS
24 Months or Less
WayPoint 6
Expand Safe Zone
(Complete CashFlow Plan Protection)
Complete Your Emergency Fund
Save 3 – 6 Months of Living Expenses
WayPoint 5
Break DebtWave
(Eliminate Financial Risk)
Payoff All Non-Mortgage Debts
From Lowest to Highest Balances
WayPoint 4
Establish Buffer Zone
(Create CashFlow Plan Protection)
Create Monthly Buffer | Initial Emergency Fund
$1,000 – $2,500
SAIL FORWARD
24 Months – Lifetime
WayPoint 7
Homeward Bound
(Setup Debt-Free Home Ownership)
Save Down Payment to Purchase a Home
Refinance Mortgage to 15 Year Term or Less
WayPoint 8 (A | B | C)
Forge Ahead
(Save and Invest Long-Term)
Save for Retirement and Children’s Education
Payoff Home Early
WayPoint 9
Fly Colours and Pay Out
(Live Financially Free)
Build Wealth and Give
Continue Investing | Leave a Legacy | Give Charitably