Skip to main content
Book a Consultation

Tim's Philosophy

Tim Haas Headshot

You deserve better. That belief shapes everything Tim does.

Tim’s mission is providing holistic financial guidance rooted in integrity, clarity, and compassion. He believes financial planning should be personal, not product-driven—and that clients deserve advice free from bias or restriction.

Inspired by his Catholic faith, Tim approaches planning as an act of stewardship—helping individuals and families manage their resources with wisdom, generosity, and purpose. He sees his work as a vocation, not just a profession, and is honored to walk alongside clients as they make decisions that reflect both their goals and their values.

Whether you’re preparing for retirement, navigating tax decisions, or planning your legacy, Tim offers a clear path forward—grounded in practical strategies, spiritual integrity, and personalized care.

Vision:

To help individuals and families experience peace of mind through thoughtful, values-based financial planning—so they can focus on what truly matters: faith, family, and a life well lived.

 

 

Tim Haas Headshot

What do all these designations mean?

CFP Logo

The CFP® designation represents the gold standard in holistic financial planning. It means I’ve met rigorous education, exam, ethics, and experience requirements. For you, it means confidence—knowing your financial advice comes from someone trained to look at your full picture: retirement, investments, taxes, insurance, and estate planning. I act as a fiduciary, always putting your best interests first, with guidance tailored to your life—not a product quota.

CIMA® Logo Certified Investment Management Analyst
Sprocket Rocket lets you transform your rapid prototype into a beautiful design by adjusting every aspect to fit brand standards.
RMA Logo
Sprocket Rocket lets you transform your rapid prototype into a beautiful design by adjusting every aspect to fit brand standards.
Financial Planning Assocation

Member

Sprocket Rocket lets you transform your rapid prototype into a beautiful design by adjusting every aspect to fit brand standards.
NATP Tax Logo

Member

Sprocket Rocket lets you transform your rapid prototype into a beautiful design by adjusting every aspect to fit brand standards.
NAEA Logo

Member

Sprocket Rocket lets you transform your rapid prototype into a beautiful design by adjusting every aspect to fit brand standards.
Anne and Tim Haas

Timothy Haas Bio

Tim Haas, CFP®, CIMA®, RMA®, EA, MBA is a retirement, tax, and estate planning advisor with over 20 years of experience helping individuals and families preserve their wealth and plan for the future.

As the founder of Waypoint Financial Planning and Haas Insurance, Tim offers truly independent advice—free from product quotas or corporate pressure. His practice combines holistic financial planning with proactive tax strategy, long-term care solutions, and estate design using modern legal tech like Wealth.com.

Tim is also a past President of the Newtown Chamber of Commerce and a community leader in Sandy Hook. He and his wife Anne live locally and enjoy biking, exploring the shoreline, and mentoring families through life transitions.  

Watch Demo

Contact

Office: (203)304-9690
Mobile: (475) 221-4050

107 Church hill Road
Suite 1B
Sandy hook, C7 06482

ask@waypfp.com

Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2025 Waypoint Financial Planning, Inc.

Prosperity Capital Advisors ("PCA") is an SEC-registered investment adviser headquartered in Ohio. PCA and its representatives comply with registration requirements in all states where they conduct business or are exempt from registration. Direct communication with prospective clients will be made only by representatives who are properly registered or exempt in their state of residence. Registration does not imply a certain level of skill or training.

Waypoint Financial Planning, Inc. and PCA are separate, unaffiliated entities. PCA does not provide tax or legal advice. Insurance, tax, or other services offered through Waypoint Financial Planning, Inc.  are not affiliated with PCA.

Information on this website is for informational purposes only and should not be construed as investment advice. Some content may be provided by third parties and does not necessarily reflect the views of PCA. PCA is not responsible for, nor does it endorse, content on third-party websites linked here. 

To verify PCA’s registration status, visit the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. For additional details about PCA’s services and fees, refer to our Form ADV, available upon request or at www.prosperitycapitaladvisors.com. Please review our Client Relationship Summary (Form CRS), Form ADV Part 2A, Privacy Notice, and your advisor’s ADV Part 2B for more information before investing. For more information regarding your advisor’s designations please review their ADV 2B for a detailed description.