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
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
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.
Meet Our SmartVestor Pros
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.