Working With A SmartVestor Pro
We are SmartVestor Pros
![]()
A SmartVestor Pro is a professional who is part of Dave Ramsey’s SmartVestor program. To become a Pro, they must uphold a high standard of integrity and be committed to educating and empowering clients on their financial journeys. These experienced professionals bring time-tested solutions to help clients make smart, informed decisions about their money.
Here at Core Financial, we have the heart of a teacher, not the attitude of a salesman. Our goal is to create a relationship you can trust and feel comfortable asking questions. We'll create a plan to help pursue your financial goals!
Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the SmartVestor program is not affiliated with or endorsed by Cetera.
What Can A SmartVestor Pro Do For You?
When you work with a SmartVestor Pro, you gain a dedicated partner who is focused on your long-term financial success. Here’s how they can make a difference.
Save Time
They help take the guesswork out of your financial decisions by streamlining your finances. This gives you back the time to focus on what matters to you.
Expand Knowledge
They will explain complex financial concepts in simple terms, empowering you to understand your financial situation and make confident, informed decisions.
Think Holistically
They look at your finances from a holistic perspective, helping connect the dots between your short-term goals and long-term financial success.