A framework for moving through change
Every client journey begins in a moment of transition.
The Checkpoint Strategy organizes what is shifting and turns scattered decisions into forward motion.
Where We Begin™
Change becomes easier to navigate once the noise settles.
Every client relationship starts with Where We Begin™, a calm conversation that helps you understand your current position and what is shifting.
It sets the foundation for the phases that follow.
The Checkpoint STrategy™
Where We Begin™: Clarify your current position and what is shifting.
Identify and Protect: Stabilize cash flow, coverage, and essentials.
Plot Checkpoints: Set near-term priorities and long-range direction.
Implement: Take coordinated action with a clear plan in place.
Track and Reset: Review progress and adjust as life continues to evolve.
Why the Strategy Works
Transitions create uncertainty, but uncertainty can be organized. A clear framework turns scattered decisions into a steady path forward. The Checkpoint Strategy™ brings structure, perspective, and confidence to each step.
Your first checkpoint starts here
Begin with clarity, not commitment. Start with Where We Begin™, a guided conversation focused on the shifts happening in your financial life.
Checkpoint Planning | Financial Clarity for Life’s In-Betweens™
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*Representatives offer products and services using the following business names: Checkpoint Planning - insurance and financial services - Capstone Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Additionally Scott Marcoe offers advisory services through Ameritas Advisory Services (AAS). AIC and AAS are not affiliated with Checkpoint Planning - Capstone Financial Group or any other entity mentioned herein.
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