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Ramsey SmartVestor
As a Ramsey Solutions Smartvestor Pro, we follow the "Baby Steps" process to help you continue your path toward financial freedom. Combining our Freedom Day Method with Ramsey Strategies helps you build wealth that will allow you to live a life others only dream of...
Baby Steps in Action
You have worked hard to get yourself out of debt and build your emergency fund. Now at Baby Step 4 you begin to work with us to start to save 15% toward retirement. In our Freedom Day Method process we will help you position money correctly to get you to your Freedom Day as soon as possible.
The First Step
Our process begins with what we call a FIT meeting. This meeting is designed not to sell you on doing business with us, but is designed to see if we FIT. We want to learn about your Family, What you did/do for a living, what your Recreational Goals. These are all things that matter to you and are also your "why". We also find out about your available assets which are the "how" we accomplish your "why".
Planning and Implementation
Once we determine that we fit together we spend time with you putting together a financial plan based on our Freedom Day Method. Once the plan is complete we move into the implementation phase where we determine what accounts we need to establish, transfer assets, and get them invested.
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We want to help you along your financial journey. We are here to educate you in how to grow your finances without the high pressure sales pitch.
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Investment advisory services offered through Freedom Day Wealth Management, LLC, a Registered Investment Advisor. Freedom Day Wealth has advisors licensed to sell Life Insurance in TX, OK, CO, CA, ID, IA.. Principal Office: 1320 Arrow Point Dr, Ste 501, Cedar Park, TX 78613. E-mail: info@freedomdaywealth.com.