About Waypoint Financial

To Improve the Quality of and Confidence in Your Financial Well-being

A “Waypoint” is a reference point that helps us know where we are and where we are going. Every location on earth can be found by its specific latitude and longitude - its waypoint.  Waypoints are used to mark specific locations, landmarks, destinations, and often, areas of danger to avoid. Whether we are walking, driving, sailing, flying, or planning for retirement, waypoints can help us find our way. A waypoint helps tell you where you are, but not necessarily where you want to go or how to get there. In navigation, a series of individual  "waypoints" are linked together to map out a course to guide a person to their desired destination.

At this point you may be thinking, “How does all this relate to Financial Planning?” At Waypoint Financial, this is how we approach the Financial Planning Process.  Our goal is to spend the time getting to know you and your personal financial situation by first identifying “Where you are" currently, then assisting you in pinpointing your  financial goals to know "Where you are going", finally, developing a personalized plan to guide you to your ultimate destination as safely and efficiently as possible.

Let Waypoint Financial “Chart Your Course to Financial Success”

As a client of Waypoint Financial, you are not just a number, an account, or financial transaction. You, Your family, and Your situation are where we put our focus. We’re guided by relationships – not transactions, quotas, or corporate agendas. We are dedicated to making a difference in the lives of our clients.

Everyone wants to be treated as an individual, not just an account. We treat clients with respect, integrity, concern, and friendship. We invest in relationships for the long term. It’s why most Waypoint Financial clients have been our clients for many years.

We believe so strongly about clients being our only business and focus, we’ve put it in writing. Read through “Our Promise To You” and see why clients choose us to help guide their financial future.

Waypoint Financial puts clients first. We are dedicated to making a difference in the lives of our clients. We have put that philosophy into motion by making the following promises:

We Promise To:

• To treat you as we would treat ourselves, with respect, fairness, and integrity
• To give competent, knowledgeable and courteous advice
• To answer any and all questions in a timely manner
• To provide absolute transparency and understanding both in any recommendations we make and in how we are compensated
• To respect your privacy and personal information - we take security seriously
• To show gratitude
• To appreciate freedom
• To be part of more than just a business relationship, for us it’s always personal

As an Independent Financial Planning Firm, Waypoint Financial focuses solely on serving your needs and acting in your best interest. This provides you with the confidence you seek to pursue financial independence on your terms.

• We have no obligations to investment product manufacturers
• We have no cross-sell quotas or home-office directives that may lead to conflicts of interest
• We have no affiliations or ties to investment banking firms
• We spend our time developing customized strategies for the unique challenges you face

Our independence is supported by our relationship with Commonwealth Financial Network, the nation’s largest independently owned and managed RIA/broker-dealer. Commonwealth provides access to a comprehensive array of tools and resources for independent financial advisors, enabling them to provide objective financial guidance to their clients. Commonwealth has no proprietary products.