What does it Mean to be a SmartVestor Pro?
I agree to the SmartVestor Code of Conduct.
I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
I provide a refreshing twist on financial planning.
I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
I care about your future.
I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
LET US KNOW HOW WE CAN HELP
We are here to help! If you have questions on budgeting or are looking for help understanding Dave Ramsey’s baby steps we’d love to help! If you’re needing encouragement as you pay off debt, we’d love to cheer you on! Or, if you’re ready to take the next step into investing, we’re happy to give you guidance and help you get started. Let us know how we can assist you in your journey.
Setting up a free consultation with our SmartVestor Pros is the best way to connect.