General Info

At Waypoint Financial Planning, we specialize in holistic financial planning for successful business owners, individuals, and couples planning for retirement. As an independent financial advisor, we provide personalized investment and tax advice to help align your resources for security and long-term growth, ensuring funds are available when needed most, while creating opportunity to enjoy the journey along the way. Using The Bucket Plan®, we structure retirement income to support your financial goals. We pride ourselves on educating clients to make informed decisions in their best interests—reflecting client priorities and not those of the companies providing the solutions.