Be Confident About Your Financial Future

At CWA we have SmartVestor Pros on our team that can provide you with customized, step-by-step investment plans tailored to your situation. Our SmartVestor Pros create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you’re hoping for.

“We buy things we don’t need with money we don’t have to impress people we don’t like.” – Dave Ramsey

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The 7 Baby Steps

If you’ve heard of Dave Ramsey’s SmartVestor Program, you may have knowledge of the 7 baby steps. Our financial plans will help you continue to align your strategy to the 7 baby steps that help you achieve your goals.

Baby Step 1: Save $1,000 for your starter emergency fund

Baby Step 2: Pay off all debt (except the house) using the debt snowball

Baby Step 3: Save 3-6 months of expenses in a fully funded emergency fund

Baby Step 4: Invest 15% of your household income in retirement

Baby Step 5: Save for your children’s college fund

Baby Step 6: Pay off your home early

Baby Step 7: Build Wealth and Give

“Savings without a mission is garbage. Your money needs to work for you, not lie around you.”

– Dave Ramsey

Here’s How to Get Started:

Let’s Chat

We’ll reach out to with a call and email so we can get to know each other and how your SmartVestor Pro can help you.

Make an Appointment

Next, we’ll meet up with you to discuss your goals and how to get you there.

Your Plan

Your SmartVestor Pro will develop and present you with a step-by-step plan, designed specifically to help you achieve the financial future you’ve envisioned.

Our Dave Ramsey SmartVestor Pros are ready to help you achieve your goals

You don’t have to stare down your future with worry and confusion. Partner with us and together we will create a simple map to guide you on your financial journey. Our SmartVestor Pros believe in Dave Ramsey’s guiding principles.

Meet Our SmartVestor Pros

Portrait of Tony Conte

Anthony M. Conte

Managing Partner
Portrait of Kate Martin

Kate Martin

Financial Advisor
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Andrew M. Wallace

Financial Advisor

Financial Planning Isn’t One Size Fits All

Our team is here to help you in whatever area of planning you may need:

  • Retirement
  • College Expenses
  • Estate Planning
  • Insurance
  • Comprehensive Financial Planning
  • Active 401(k) Management

Talking to Financial Professionals Doesn’t Have to be Intimidating

Each member of our team has walked this path. Our SmartVestor Pros will work closely with you to understand what’s most important, simplify the complicated and design a tailored, comprehensive plan aimed at achieving your goals.