Being a Smartvestor
Our priority is making sure that you and your family are set up to be successful and happy. As Smart Vestors, we have the experience of working with our clients to provide a strtegy that will help you build your future. One of our most popular financial strategies we offer is following the basic philosophy of Dave Ramsey.
We promote the course of following Dave’s Baby Steps. Dave’s baby steps help get you where you want to be financially and prepare you for retirement.
Dave Ramsey’s Baby Steps
Have an Emergency Fund of $1,000
Pay Off Debt (Except Mortage)
Save 3-6 Months of Expenses
Invest 15% of Your Income into Retirement
Save for your Child's College Education
Pay Off Your House Mortgage
Build Wealth & Give to Charity
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