SmartVestor
Dave Ramsey’s 7 Baby Steps
Step 1: Save $1,000 for your starter emergency fund.
Step 2: Pay off all debt (except the house) using the debt snowball.
Step 3: Save 3–6 months of expenses in a fully funded emergency fund.
Step 4: Invest 15% of your household income in retirement.
Step 5: Save for your children’s college fund.
Step 6: Pay off your home early.
Step 7: Build wealth and give.
For a more detailed explanation of the 7 Baby Steps, go here.
What is a SmartVestor?
How the Program Started
People were tuning into Ramsey shows and content and wanted to know where to turn for investing help. In response, financial expert Dave Ramsey and his team launched the SmartVestor program more than 20 years ago to match people with pros.
Who SmartVestor Pros Are
SmartVestor Pros have at least two years of full-time experience as registered investing professionals and work for investment advisor or broker-dealer firms. They aren’t employees of Ramsey Solutions, and their firms aren’t affiliated with us.
How They Can Help
SmartVestor Pros can help you understand your options and figure out what works for your specific circumstances—whether planning for retirement or saving for college. They can help with financial, wealth and estate planning too.
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We’d Love to Help You With Your Financial Stewardship
Address
9955 SE Washington St Suite 105,
Portland, OR 97216
Phone
(503) 252-0078
Investment advisory services offered through von Borstel & Associates, Inc., an SEC Registered Investment Advisor.