The Ramsey SmartVestor program offered by Almega Wealth Management is specifically designed for people working on Dave Ramsey’s Baby Steps.

The program provides you with:

• • • Initial Virtual Financial Planning Session
    • Our version of the Dave Ramsey Portfolio
    • Online access to your financial plan via our portal
    • Annual Financial Planning Meeting (October or November)
    • Virtual Monthly Office Hours (specifically for those working the Baby Steps)
    • Phone and email access to a CERTIFIED FINANCIAL PLANNER™️

Almega Wealth Management charges a simple fee of 1% annually based on the value of the investment accounts we are managing on your behalf.  We are a fee-only fiduciary wealth management firm, and as such, we do not receive any commission, kickbacks, or other incentives; our only source of compensation comes from the fees paid directly to us by you, the client.

The Ramsey SmartVestor Launch program is ideal for those with less than $250,000 invested who have completed Baby Step #3 and are actively working on Baby Step #4.  If you have more than $250,000 invested or have become a Baby Steps Millionaire (net worth greater than $1 million), you’re ready for our Private Wealth Management offering.  Click below to schedule an introductory call.