Ramsey SmartVestor

We enjoy 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.

A Unique and Intentional Approach

Like the Ramsey team, we believe your financial planner should also be a teacher. We aim to take the time to explain the reasoning behind our investment, tax, and retirement strategies so you feel more confident in your financial path forward.

While the Ramsey Baby Steps are often a terrific roadmap for financial freedom, hitting Baby Step 4 can change the game. You move past debt elimination and enter an exciting new set of strategies for retirement planning. Being debt-free means you finally get to stop paying interest and start trying to grow your own assets. We think that’s where things get more fun!

We've guided hundreds of people through this proven, intentional process designed to help them reach their ultimate goals. Being a part of those success stories is why we do what we do.

We Are vetted by the Ramsey Team

Our team is vetted by the Ramsey team. This means we agree to:

  • Abide by a Code of Conduct

  • Be continuously evaluated by the Ramsey team 

  • Remain dedicated to teaching Ramsey's principles

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