We are very pleased to announce that Teeple Wealth Management has been selected to participate in Dave Ramsey's SmartVestor Pro program. Dave Ramsey is one of the most respected and recognizable figures in the world of personal finance, and we are thrilled to share the stage with him in some small way. In order to be selected to participate, an advisor must go through a rigorous selection process to determine a cultural fit with the financial philosophies of Dave. As such, to work with a SmartVestor Pro, you will have the confidence to know that the principles that Dave Ramsey has written so extensively about will be put into practice in your own, customized financial plan.
What does it mean to be a SmartVestor Pro?
I agree to the SmartVestor Code of Conduct.
I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
I provide a refreshing twist on financial planning.
I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
I care about your future.
I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
Comments