Invest and Plan for Your Future
Here’s what it means to be a SmartVestor Pro:
Shared Values
Shared ValuesI understand Dave Ramsey’s 7 Baby Steps. That means I’m here to walk alongside you and help you make a plan for your money.
Service You Deserve
I value serving over selling and I’m always dedicated to providing the attention you need.
Real Relationships
I work with the Ramsey team to make sure I’m meeting their high standards of customer service. And I care about helping you make the best decisions for you and your family.
Custom Care
I understand that every customer has their own path. I’ll provide financial guidance based on your specific circumstances.
Looking forward to working with you!
The 7 Baby Steps are proven, step-by-step plan, that helps you take control of your money.
Baby Step 1
Baby Step 1Save $1,000 for your starter emergency fund.
Baby Step 2
Baby Step 2Pay off all debt (except the house) using the debt snowball.
Baby Step 3
Baby Step 3Save 3–6 months of expenses in a fully funded emergency fund.
Baby Step 3b
Baby Step 3bSave for a down payment on a house.
Baby Step 4
Baby Step 4Invest 15% of your household income in retirement.
Baby Step 5
Baby Step 5Save for your children’s college fund.
Baby Step 6
Baby Step 6Pay off your home early.
Baby Step 7
Baby Step 7Build wealth and give.
SmartVestor disclosure
Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth and is not sponsored or endorsed by Osaic Wealth.