Skip to Content

Services & Fees

Services & Fees

Services & Fees

Start your journey to financial freedom

Contact Us

Interested in learning more? Fill out our contact form and we will be in touch shortly. We can’t wait to hear from you!

Name *

First Name

Last Name

Email *

Message *

Thank you!

Contact

trevor.reece@waypoint-fp.com

(646) 726-2136

Marietta, GA

Quick Links

Disclaimer

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Waypoint Financial Planning, LLC (referred to as "Waypoint") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. Waypoint does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Waypoint be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Waypoint has been advised of the possibility of such damages. In no event shall Waypoint Financial Planning, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. Waypoint Financial Planning, LLC is a registered investment adviser in the State of Georgia. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

© 2025 Waypoint Financial Planning, LLC