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Ramsey SmartVestor Launch
Dave Ramsey SmartVestor Pro

Ramsey SmartVestor Launch

The Ramsey SmartVestor Launch offered by Almega Wealth Management is a program specifically designed for people working on Dave Ramsey’s Baby Step #4.

The program provides you with:

      • Institutional Investment Management
      • Initial Virtual Financial Planning Session
      • Year-End Financial Planning Session (October or November)
      • Financial planning portal access
      • Monthly Office Hours (Specifically for those working the Baby Steps)
      • Phone and email access to a CERTIFIED FINANCIAL PLANNER™️
      • Complimentary Wealth.com subscription to create a basic Will or Trust

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 Wealth Management offering.  Click below to schedule an introductory call.

To schedule an Intro Call, click below or call (888) 4-ALMEGA