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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:
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- 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™️
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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.
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