Personal finance expert Dave Ramsey says it does not take a finance degree to take control of your finances, that is why Jeremiah Pizana loves his 7 Baby Steps. It’s practical and logical. Jeremiah suggest those same steps to his clients because he believes in them so much.
As a SmartVestor Pro, Jeremiah is a financial planner that is not only a fiduciary (do what is your best interest at all times), but adheres to the following:
Have a client-first mentality
Have no account or income minimums
Focuses on investing and financial planning with a long-term perspective as an ideal way to build wealth
Please Share Where You Are With Your Baby Step
We know completing each step is a victory, please allow us to share your victories with you and express our encouragement.
If you are interested in consolidating all of your finances into one screens, whether it is investment, bank accounts, insurance, etc, we can provide a solution that is right for you. You access it on your desktop, tablet or mobile.