Why Ramsey SmartVestor?

We love working with Ramsey followers because our team firmly believes that financial planning is about more than just investing (although that is an important part of the plan).  Financial planning is about listening, learning, and teaching.

We agree with Ramsey’s team that a good financial planner should help you understand and teach financial principles.  We strive to help clients understand why we implement certain tax and investment strategies. As Ramsey always discusses on his podcast, we are here to help guide and teach you.

The Ramsey steps are a great roadmap to help strive for financial freedom.  But when people reach baby step 4, it's like reaching a new level with many more strategies to implement.  Suddenly, you're not just saving and getting out of debt; you're looking at investments, tax strategies, retirement planning to name a few.  Once you’re out of debt (except your home) it becomes a lot more fun!  You begin working to grow your own money and assets instead of paying interest and loans to others!

Our team has helped hundreds of people achieve their financial goals following the Ramsey guide. The principals are not a get rich quick scheme. They are a well thought out plan and process that has helped many reach their life and financial goals.

Coming along side and helping people achieve their success stories is a big reason why we love our job.

Our team is vetted by the Dave Ramsey Team and Agree To:

-Abide by a Code of Conduct

-Be Continuously Evaluated by the Dave Ramsey Team 

-Remain Dedicated to Teaching Dave Ramsey's Principles

- Teach and explain why we handle and recommend finances a specific way

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