Proud Partners of Dave Ramsey’s SmartVestor Program Since 2018
We follow a simple 3-step process to help you get clarity on your retirement and decide if we’re a fit for you.
You believe in the power of self-discipline, stewardship, humility, and sacrifice to build wealth.
We’re here to help you make the most of what you’ve built.
We’ve found a natural fit with Dave Ramsey’s audience of humble, hardworking, savvy investors who are already making smart choices with their money.
Many of our clients join us after following Dave’s teachings and deciding that they want to take the next step and get professional help with their retirement.
Your SmartVestor Pros with Ignite Wealth Planning
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Kevin Adleman, RICP®
CO-FOUNDER, WEALTH ADVISOR
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Kevin Thomas
CO-FOUNDER, WEALTH ADVISOR
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Clay Sowers, CFP®
CHIEF INVESTMENT OFFICER, WEALTH ADVISOR
Step #1:
Schedule a 15-minute phone call
The SmartVestor 3-Step Process is Very Simple
Step 1
Intro Call
Schedule 15 minutes with at least 2-3 pros. We want you to meet with other advisors so you can be sure to find a good fit.
Ask as many questions as you want to determine who you’d like to have a full meeting with. Be sure to let the other pros know you’ve decided not to use them (if you want all the calls to stop!)
Step 2
60-Minute Meeting
Meet with the Pros who made the cut after your intro calls. Here is your chance to really get to know the personality and approach of each pro and their firm.
Step 3
Take Action
Choose the Pro who you feel is the best fit for you. Get to work implementing the action steps that you have worked together to determine.
Think about it!
At the end of this process, we will simply ask you to think about it.
Choosing the right advisor is a big decision that should not be taken lightly.
There’s never any pressure, and you’re under no obligation.
If you decide that we aren’t a good fit, we will happily help you find another professional and part ways as friends.
Ready to get started?
Book a free 15-minute Intro Call below to take the first step.
