FINANCIAL WAYPOINTS PROGRAM

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WAYPOINT: an intermediate point on a route or line of travel

 

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f you’re looking for a more comprehensive plan that includes ongoing guidance and support but keeps you in the driver’s seat, then the WAYPOINTS PROGRAM offers financial planning that’s tailored specifically to you and your personal/business goals. Blue Keel can help uncover sources of stress and anxiety, and together we’ll get your financial house in order. Then you can focus your attention on the things that matter: building your business and spending more time with your family.

Since your financial life is really more a journey than a destination, it’s important to plot a course in a way that makes sense for you. That’s why Blue Keel created the WAYPOINTS PROGRAM to guide you from point-to-point and help you find the right path to reach your goals. Understanding your current situation through data-collecting interviews and cash flow analysis is where it all begins. From there, we’ll develop an easy-to-follow plan and create your own personal financial website where you can: aggregate all your accounts in one secure online location, track spending, monitor your investments, and much more.

Working together, we can accomplish the following:

  • • Build and maintain a step-by-step (or waypoint-by-waypoint) plan to help you reach your financial goals
  • • Use CASH FLOW ANALYSIS to better understand your personal and business cash inflows and outflows
  • • Build an emergency fund, so you have money if something unexpected happens with the business or at home
  • • Gain a better understanding of your total investment portfolio (taxable and qualified retirement plan allocation alignment)
  • • Explore retirement plan options for small business owners to help save more for later years and lower current taxable income
  • • Review/update succession planning, beneficiary information and important estate planning documents as life happens
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With the WAYPOINTS PROGRAM, you have someone to help you along the way, keep you accountable for your financial actions, and help you to gain insight into effective business and personal financial decisions.  If you’re ready to start making informed financial decisions with an independent, fee-only financial planner who understands the issues small business owners and entrepreneurs face, then you’ve come to the right place.  Let Blue Keel help you get on the right course to reach your financial waypoints.

WAYPOINTS PROGRAM COST:

$1,500 – $2,000 Initial Planning Fee

 

Let’s talk about your situation and discuss how Blue Keel can help you reach your goals. Use the button below and find a time to chat.

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Schedule an Appointment

QUICK START SESSIONS


If you’re not looking for a comprehensive financial plan, Blue Keel can still help you with specific concerns or issues. This can be useful to you if there are only one or two areas of concern, such as reviewing your investments or figuring out a debt repayment plan.

With a QUICK START SESSION, we’ll accomplish three things:

  1. 1. Discuss your current financial situation and goals
  2. 2. Identify the issues, concerns and questions that require some guidance
  3. 3. Discuss available options and give you at least one simple step to implement immediately

QUICK START COST: $250 per hour

Schedule some time to talk about it. Small changes in your plan now can lead to big results in the future.