SmartVestor Program
Meet Our Specialists
Shawn and Jeff are involved with the SmartVestor program because they believe in Dave’s philosophy that eliminating debt and investing for the long-term is the ideal way to build wealth and prepare for retirement. It is their goal to help educate and lead those that seek to live their life through the 7 steps.
Dave Ramsey’s philosophy Baby Steps are meant to be followed in order and it is to be understood that you do not progress to the next step until the previous step has been completed. Steps 4, 5 and 6 are to be done simultaneously.
Step 01
Save $1,000
The first step Dave Ramsey recommends is to start an emergency fund for those unexpected life events that you can’t plan for. Once you save $1,000, that money should be placed into a new checking account that you can tap into for any issues or emergencies that arise.
Step 02
Pay Off Debt
Step 03
Emergency Fund
Step 04
Invest 15%
Step 05
Save for College
Step 06
Pay Off Your Home
Step 07
Build Wealth & Give
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of Cadaret Grant & Co Inc. (Cadaret Grant). SmartVestor is not a current client of Cadaret Grant for brokerage or advisory services. Financial professionals of Cadaret Grant pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com] to learn more.
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