WELCOME!

I’m Tim Haas, CFP®

CERTIFIED FINANCIAL PLANNER® Professional

CERTIFIED INVESTMENT MANAGEMENT ANALYST®

RETIREMENT MANAGEMENT ANALYST®

ENROLLED AGENT with the IRS

Learn how holistic financial planning can help you enjoy a worry-free retirement.

I'm founder and principal financial advisor at Waypoint Financial Planning, an independent, fiduciary financial advisory firm primarily serving East Coast clients.

You Deserve Better

🍪 Frustrated with cookie-cutter

solutions?

😊 Need advice that serves your best interests?

Investments
Tax Planning & Management
Social Security
Medicare
Annuities and insurance
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15 MINUTE

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and Free Book, The Bucket Plan

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The Bucket Plan®

Protecting and Growing Your Assets for a Worry-Free Retirement

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Schedule a 15 minute get acquainted call with Tim Haas, CFP® to share a little bit about your situation and learn how he might best serve your unique financial goals and needs. Upon completing the call, you'll receive a free soft cover copy of The Bucket Plan® by Jason L Smith.

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What is Holistic Financial Planning?

Holistic Financial Planning considers the many facets of

wealth accumulation and distribution

aligned with your timing and goals.

Household Balance Sheet

When considering your wealth, there is more to measure than how much money you have. That's important, but we rely on much more than just the dollars we have to create an enjoyable and fruitful life.

Take stock of your household balance sheet
Financial Capital: your savings rate and the funding in your accounts and the types of accounts you have
Human Capital: your ability to continue working - even part time, and you desire to make a contribution to others - even charitably
Social Capital: resources from the relationships you enjoy, possibly children, friends, family and church

Understanding your resources and consumption are key elements of a sound approach to your financial plan.

You need to reserve some time with your advisor to share the facts and more importantly, build a professional relationship. Your advisor should be empathetic and take time to understand your unique situation, so that he can develop a holistic financial plan that meets you where you want.

In contrast, financial product salespeople potentially aren't licensed to address all areas requiring advice. They prefer a quicker pace. The financial system allows this approach, because many people believe they know exactly what they want. We find that folks that manage their own plan and seek products they've researched and pre-selected, like to move quickly. That's not us. We want to understand the numerous variables affecting decisions and possible outcomes, so that we can make truly beneficial recommendations.

However, we believe, along with our clients, that there is value in establishing a shared understanding along with technical analysis, projections and advice that aligns with your goals.

We help by

providing analysis and advice

monitoring your progress and

projecting probabilities of future outcome based on assumptions and stress conditions

Holistic Focus Areas

The challenge with many other financial service providers is they deliver only one or a few solutions without surveying your whole unique situation. How does one solution choice affect other elements of the financial plan?

Holistic planning addresses six focus areas and their influences among each other
Investments and your risk tolerance, but risk related to timeframes when you need the funds for income.
Insurance planning considers what types of insurance might fortify your plan, like life insurance, annuities, disability.
Estate planning to leave heirs, relieve them of burdens managing your estate. Trusts, wills, powers of attorney and health care directives. Also, charitable planning.
Tax planning and management. This addresses the types of accounts: Pre-tax, Post-tax and tax advantaged with the objective of reducing taxes over your lifetime.
Social Security maximization
Demistifying Medicare Advantage and Supplement plans and assisting with enrollment in Medicare Parts A, B and D

We use a Unique Approach called

The Bucket Plan® process

107 Church Hill Rd Blidg A, Ste 1B

Sandy Hook, CT. 06482
support@waypfp.com
(203) 304-9690

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Waypoint Financial Planning, Inc. and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance offered through Waypoint Financial Planning, Inc. are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com.