Dave Ramsey SmartVestor Pro

SmartVestor Pro, Ramsey Solutions affiliation

 

Looking to Work with a Dave Ramsey SmartVestor Pro?

I am humbled by the honor and proud to be associated with such an honorable and honest organization as Ramsey Solutions! There are only 1,200 SmartVestor Pros in the United States. 

Want to Learn More Before Connecting With Us?

Working with the right Financial Planner is an essential step in building your wealth. You'll want a pro who understands the financial journey you're on and has the experience that fits with your investing needs. I'm hopeful that I'm that person for you and will happily answer any questions you may have.

Please read on to find out more about what being a SmartVestor Pro means.

Why Am I a SmartVestor Pro?

 

I was selected, in part, because: 
  • 21 years experience turning financial dreams into reality.

  • 12 years experience with Dave Ramsey personally and as a Financial Peace University Coordinator. I have cut up a lot of credit cards! 

  • We offer several ways to connect -- face to face, video conference, and of course email.    

  • This website is packed full of great resources, articles and calculators!

  • AIF® Accredited Investment Fiduciary – as a Fiduciary we always put your best interest first.

  • 100% Independent – We are not bound by corporate dictates or limited to proprietary products.   

  • Comprehensive, goal-oriented Financial Planning – our process is tailored to you. 

  • Heart of a teacher – everyone learns in a different way.  Clients are encouraged ask as many questions as they need to.

  • No financial industry jargon – we use everyday language and illustrations to explain concepts and recommendations.  No smoke, no mirrors!

Download Chris Hogan's "Interview Questions to Ask Your Financial Advisor", answered by Mary!

Download Chris Hogan's Interviews questions for asking your financial advisor

Dave Ramsey, of Ramsey SolutionsWho is Dave Ramsey?

 

If you are not familiar with Dave Ramsey, check out his story at Who is Dave Ramsey?  In short:

  • #1 New York Times Best Selling Author

  • More than 5 million copies of The Total Money Makeover have been sold

  • 14 million radio and digital listeners weekly to The Dave Ramsey Show

  • Top 1% of YouTube searches and #5 Podcast

  • Began Financial Peace University in 1994

 


 

Everyday Millionaires

Chris Hogan, also a member of the Dave Ramsey Team, is a two-time #1 best-selling author writing Everyday Millionaires (released 6/2019), ex-All-American football player and is on a mission to educate, encourage and empower people to do more in retirement, leadership, business and life. 

 

Next Step, Let's Connect!

If you've been considering working with a SmartVestor Pro and would like to talk on the phone, please call me at 503-558-3102. You can also reach me by email with any questions or to schedule an appointment.

 

Olympia, Washington Location

Victory Financial Planning
400 Union Avenue SE, Suite 200
Olympia, WA  98501

Phone: (503) 558-3102

Fax: (503) 893-3058


Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the SmartVestor program is not affiliated with or endorsed by Cetera Advisors LLC.