SmartVestor Pro
Newman’s Financial Planning is Trusted By Dave Ramsey
Here at Newman’s Financial Planning, we understand the Importance of having someone you can trust to help you grow your nest egg. That is why we choose to be apart of Dave Ramsey’s SmartVestor Pro Program.
As a Dave Ramsey SmartVestor Pro investment professional, I have been carefully vetted by the Dave Ramsey team. Not just anyone can be a SmartVestor Pro. To join, as a Pro you must pass a vetting process and follow Dave Ramsey’s code of conduct.
What does it mean to be a SmartVestor PRO?
- Dave Ramsey carefully Vets all of the Financial Planners that he endorses.
- As a Smartvestor Pro, we must believe that long-term financial success is significantly dependent upon you the client’s understanding of the market, risks, taxes, investment options, goals, strategies, and other factors affecting the outcome of a client’s wealth building plan.
- A Smartpro actively endeavors to help clients become knowledgeable and educated concerning you the client’s personal finances, investments, and overall financial plan.
- Being a Smartvestor Pro I have taken an oath that I will not engage in unlawful, illegal, or unethical conduct, especially such conduct involving dishonesty, fraud, deceit, misrepresentation, which reflects adversely on my trustworthiness, professional competence, and fitness as a SmartVestor Pro.
About Dave Ramsey
Dave Ramsey started sharing practical answers for life’s tough money questions. Today he’s reaching 18 million combined weekly listeners
About Will Newman
My passion is truly to help my clients achieve financial success and exceed their goals. I am gratified when I am able to educate clients about the value I can provide in helping them to obtain their goals.
