How We Align With Ramsey Principles
Education First
- We explain your options in plain English so you can make confident decisions—no jargon, no pressure.
- We help you focus on long-term investing over trend-chasing or market timing.
Fiduciary, Fee-Only Advice
- As an independent, fee-only Registered Investment Advisor, we put your interests first and act as your fiduciary.
- Transparent fees: no commissions or product quotas.
Long-Term, Evidence-Based Investing
- Diversified portfolios built around your goals and risk comfort.
- Disciplined rebalancing and tax-smart implementation.
Tax-Conscious Planning
- CPA-led planning to coordinate investing with your tax picture.
- Strategies designed to maximize after-tax outcomes.
What to Expect When You Contact Us
1.
Discovery Call
A short, complimentary conversation to learn about your goals and answer your questions. We’ll both confirm fit.
2.
Tailored Plan
We review your full financial picture and build a coordinated plan that reflects your priorities and timeline
3.
Implementation & Ongoing Guidance
We put your plan to work, monitor progress, rebalance as needed, and meet regularly to keep you on track.
About the SmartVestor Program
Disclosure: SmartVestor is an advertising and referral service operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor connects consumers with independent investment professionals (“SmartVestor Pros”). Participation in SmartVestor does not constitute an endorsement or recommendation of any advisor. SmartVestor Pros pay a fee to participate in the program. Clients should conduct their own due diligence before engaging any advisor.
Sources: Ramsey Solutions: SmartVestor overview and help center, and the SmartVestor Pro Code of Conduct.
Ready to Talk?
Schedule a complimentary consultation to see if we’re the right SmartVestor Pro for you.
