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Waypoint Wealth
  • Home
  • Our Solutions
    • Medicare
    • Waypoint Family Advisory
    • Families Saving Families
  • Become a Family Champion
  • Wealth Reimagined
  • Investment Discipline
  • Our Advisors
  • Join Our Team
  • Frogs From Heaven
  • Blog

A Waypoint Family Champion helps bring the Families Saving Families mission directly into their community by introducing and recruiting families to participate in the solution. 

Become a Family Champion

The Family Champion Commitment

  1. Protect Your Family.
  2. Educate the Next Generation.
  3. Help Two Families.
  4. Strengthen Your Community.
  5. Leave Something Better Behind. 

Qualifications To Be a Waypoint Champion

Share the Waypoint Values

Have Wealth Worth Protecting

Share the Waypoint Values

  1. Love in all things and bring joy to the people you serve
  2. Find hope and fulfillment in freedom
  3. Contribute to abundance and prosperity
  4. Simplicity is essential for action and success

Be a Waypoint Family

Have Wealth Worth Protecting

Share the Waypoint Values

 The family should have an established relationship with Waypoint and understand the Families Saving Families mission. 

Have Wealth Worth Protecting

Have Wealth Worth Protecting

Believe in Financial Intelligence

 Rather than publishing a hard minimum, I’d define the ideal Champion as a family that has accumulated meaningful wealth, owns a successful business, has experienced a liquidity event, or has significant retirement/investment assets. 

Believe in Financial Intelligence

Believe in Financial Intelligence

Believe in Financial Intelligence

 Champions should believe that families benefit from better financial education and commit to helping improve the financial intelligence of families across America. 

Commit to the Next Generation

Believe in Financial Intelligence

Be Willing to Help Other Families

 A Champion should have an interest in transferring more than wealth. They should want to transfer knowledge, values, responsibility, and stewardship to children and grandchildren. 

Be Willing to Help Other Families

Believe in Financial Intelligence

Be Willing to Help Other Families

 A Waypoint Family Champion agrees to identify and introduce at least two families each year that they care about and believe could benefit from Families Saving Families. 

Become a Waypoint Family Champion

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