Dave Ramsey
A Long-Term Partnership: Dave Ramsey
We have partnered with Dave Ramsey for more than ten years, serving his listeners by providing advice and guidance toward financial freedom based on Dave’s principles.
Dave had a profound effect on us personally, changing the course of our own financial journeys and helping us reshape our family trees. We are passionate about helping his listeners because the thrill of working through this life-changing process is contagious and we get excited for each and every client’s journey.
Dave Ramsey’s 7 Baby Steps to Financial Freedom
- Start an emergency fund with $1,000 in cash to cover unexpected expenses.
- Pay off debt, starting with the lowest balances and working your way to the highest balances.
- Increase your emergency fund to cover 3-6 months of living expenses.
- Invest 15% of your income (at a minimum) for retirement.
- Start college savings funds for your children's education.
- Pay off the house to become completely debt free!
- Build wealth and give: continue saving, investing, and giving, while also enjoying the fruits of your labor!
This simple, yet effective framework has helped countless families achieve financial peace, including our own.
We want to walk alongside you on this journey, and offer personalized advice and resources for each step. Schedule a call with us today to learn more!
