How We Use Dave Ramsey Principles to Help You Grow Your Wealth
Dave Ramsey’s approach to wealth building is based on simplicity. His strategies for getting out of debt and growing savings are designed to be straightforward, accessible — by anyone.
Here’s a brief overview of Ramsey’s “Baby Steps” to financial planning:
- Get out of (and stay out of) debt
- Set aside money for an emergency fund
- Invest 15% of your income in tax-advantaged retirement accounts
- Invest, consistently and for the long term, in good growth stock mutual funds
- Work with a financial advisor
- College funding/Pay off Primary Home Early
- Build Wealth and Give!
As SmartVestor Pros, we start with this framework and become your partners in wealth-building, led by your values, vision, and goals. Rather than selling you on a specific financial strategy or product, we approach our partnership with “the heart of a teacher,” working with you to craft a plan that makes sense for your lifestyle, personality, and risk tolerance using Ramsey’s time-tested principles.
Work with a Simplified Wealth SmartVestor Pro
Our team of financial advisors is ready to help you build a solid financial plan. Get in touch to schedule a consultation and start planning your financial future.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Simplified Wealth Management or LPL Financial.
