SmartPath Client Solutions

Book a call with a dedicated advisor who will give you total clarity on the Dave Ramsey plan — and walk with you every step of the way.

No prep needed. Just bring your questions. Your advisor will provide clear guidance on how to get on (and stay on) the Dave Ramsey plan.

We’ll cover:

  • How the Dave Ramsey Baby Steps apply to your exact situation

  • Answers to all your questions

  • Education and insight on investing

  • What an ongoing relationship with us looks like

  • Clear details on our fee structure

Everything is designed to remove the guesswork and give you confidence moving forward.

What Happens When You Meet With Your Advisor?

  • Personalized direction – No more wondering “what’s next?”

  • Ongoing accountability – Your advisor stays with you through every Baby Step

  • Real education – Learn the why behind every investing and planning decision

  • Peace of mind – Finally know you’re doing the right things in the right order

Why Guided Support Works Better for Most People?

Ready to Get Started with Guidance?

It only takes a few minutes to book. Your advisor is ready to help you build the financial future you want.

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Frequently Asked Questions

  • There’s no cost for our time. Before you trust us with any part of your nest egg, we want to make sure we’re a good fit for you.

    We’ll walk through the different fee structures so you can clearly see what each option looks like, and together decide what makes the most sense moving forward.

  • You don’t need anything prepared. But if you want to make the planning process smoother, a few numbers help paint the picture:

    • How much typically leaves your bank each month

    • What accounts you have (401k, IRA, etc.)

    • Current balances and contributions

    • Any pensions or future income sources

    Just a rough snapshot is plenty.

  • Yes, absolutely. Even if this isn’t your spouse’s “thing,” being on the same page about your future is important — and we make the conversation simple and approachable for everyone.

  • You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.

  • Our first meeting usually runs 45–60 minutes, depending on your questions.

    We’ll cover:

    • Your questions

    • Our investing philosophy

    • Your accounts and current setup

    • How fees work

    • What next steps could look like

    Even if you’ve been doing this for a while, we want you to hear how we approach things so we’re all aligned moving forward.