WHAT'S YOUR DESTINATION? _Who We Work With_MAYBE
At Waypoint Wealth Planning, we work with a variety of clients, all of whom have a few things in common.
- They want a plan to navigate the complexities of their financial lives
- They want to maximize the financial and personal capital that they have worked hard to build
Business Owners
Individuals
Corporate Executives
Corporate Retirement Plans
Multi-generational families
As with planning for any journey, certain things need to be done in a particular order and not always addressed in the order in which they occur.
Our job is to help you identify and prioritize the steps or WAYPOINTS necessary for not only a financial successes but for purpose based journey.
- Maximizing Your Personal and Financial Capital for Growth
- Growing and Protecting Your Assets
- Identifying and Managing Threats to You and Your Family
- Preserving and Transferring Wealth Efficiently