Financial Clarity for Life’s Transitions
Life changes — careers shift, priorities evolve and plans bend.
The Checkpoint Strategy™ helps you pause, plan, and move forward with calm, deliberate confidence.
Why Checkpoint Planning
When everything changes, clarity matters most.
Transitions can feel disorienting, whether it is a career change, a business exit, or early retirement.
Most people do not need a new financial life. They need a clear place to start.
Checkpoint Planning exists to guide professionals through life’s financial pivots with structure and empathy.
The Checkpoint Strategy™
A Framework for Moving Forward.
The Checkpoint Strategy™ brings order to uncertainty. It helps you steady what is shifting — income, benefits, taxes, priorities — and regain control one phase at a time.
Where We Begin™
Clarify your current position and what is shifting
Identify & 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 & Reset™
Review progress and adjust as life continues to evolve
Who We Help
Built for moments of transition
Checkpoint Planning supports professionals and families navigating the spaces between key chapters in life.
These include:
- Career or leadership transitions
- Business exits or sabbaticals
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Early or phased retirements
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Shifts in income, benefits, or direction
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Divorce or separation
Each path is different. The Checkpoint Strategy™ brings consistency when life does not.
Not sure if your situation fits? That is exactly what Where We Begin™ is for.
YOUR FIRST STEP
Your next checkpoint starts with one calm conversation
Every client relationship begins with Where We Begin™. It is a guided session focused on what is changing and what matters most right now. You will walk away with a clearer picture of your financial landscape and your immediate next steps.
Checkpoint Planning | Financial Clarity for Life’s In-Betweens™
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Copyright 2025 Checkpoint Planning™.
*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.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
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