Planning with the Heart of a Teacher
Our firm is proud to be a part of Dave Ramsey's SmartVestor Pro network. His listeners strive for financial peace and seek advice from Financial Advisors that share his philosophy and values, and that is exactly what our firm seeks to do.
With the Heart of a Teacher, our goal is to empower, educate and guide our clients through a life of financial freedom.
By following the Baby Steps, from accumulating wealth to creating an income plan in retirement, we can help you create a financial plan to achieve your goals.
What Are the Baby Steps?
Dave Ramsey's 7 Baby Steps will show you how to save for emergencies, pay off all your debt for good, and build wealth. It's not a fairy tale. It works every single time!
BABY STEP 1
Save $1,000 for your starter emergency fund.
BABY STEP 2
Pay off all debt (except the house) using the debt snowball.
BABY STEP 3
Save 3–6 months of expenses in a fully funded emergency fund.
BABY STEP 4
Invest 15% of your household income in retirement.
BABY STEP 5
Save for your children’s college fund.
BABY STEP 6
Pay off your home early.
BABY STEP 7
Build wealth and give.