December 20, 2017
Joshua D. Zorger, CFP®, is a SmartVestor Pro located in Carmel, Indiana who was selected by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments. Each SmartVestor Pro is interviewed and vetted to make sure they align with Dave’s common sense principles and ethical standards.
“When selecting and working with a wealth team, it is vital to bring on only members who have the heart of a teacher, not the heart of a salesman.”
– Dave Ramsey, From the Bestseller, The Total Money Makeover
Josh is passionate about educating his clients to help them learn how to accomplish their financial goals. Though many ‘financial experts’ focus on knowledge, Josh agrees with Dave Ramsey that personal finance is 80% about behavior and learning how to accomplish your goals and 20% about knowledge or what you know.
Josh wants to be an important part of your wealth team who will provide the guidance, transparency and technology for you to develop, monitor and review your personal financial plan. Josh hopes that this process will encourage and support the behavior to help you accomplish your wealth goals. The first step in this process is learning about one another, discovering what Baby Step you are on and reviewing your current situation.
Dave Ramsey is America’s trusted voice on money and business matters. He is regarded by many as personal money-management expert, radio personality and has authored four best-selling books. Dave has built the SmartVestor Pro program to help families receive investment advice from qualified professionals.
The SmartVestor Program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliated with Fortitude Private Wealth, Inc.