SmartVestor Pro
Our Dave Ramsey Story
Our team at GoalFusion is proud to have participated in Dave Ramsey’s SmartVestor Pro program since 2020.
Walter's journey with Ramsey began in 2020 after he was introduced to the EveryDollar budgeting app, and he became a regular listener to The Ramsey Show. After marrying Keleigh in July 2021, they enrolled in Financial Peace University and put together a plan to pay off $80,000 of debt in 24 months.
Walter and Keleigh created a paper chain, with each link representing $1,000 of debt. At the end of each month, they would figure out how much extra debt they could pay off and would break the corresponding number of links. This visual progress fueled their momentum, and they eventually paid off all their debt in 14 months.
Our process for giving advice involves educating clients about their various options, helping them weigh the pros and cons, and ultimately making recommendations that clients understand and feel confident implementing.
We are here to help plan your financial future.
Contact your SmartVestor Pro today!
What can you expect from us as your SmartVestor Pro?
- We have a client-first mentality, are carefully vetted by Dave’s team, and must follow the Ramsey Code of Conduct.
- We genuinely look to do what is in our clients best interest at all times and have a heart of a teacher, not a salesman. Our process is slow and methodical, not quick to make a sale.
- Our process for giving advice involves educating clients on their various options, helping them weigh the pros and cons, and ultimately making recommendations that clients understand and feel confident about.
- We are independent, fee-only advisors paid for the custom advice we provide versus receiving a commission on company-based products.
- We do not hold any active insurance appointments so we do not sell annuities or variable life insurance products. We truly practice what we preach.
- At GoalFusion we utilize, what we believe to be, the most modern investment suite of products available through exchange traded funds (ETFs) which can provide low cost and diversified access to the markets. We do not sell products with commissions and that helps us with keeping client’s costs as low as possible. We do not have a minimum account size.
Ready to find out more?
Contact your SmartVestor Pro today!