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Our founder, Julia Carlson (pictured above), has been implementing the beliefs of nationally syndicated radio talk show host Dave Ramsey since 2008. She leads our SmartVestor Pro team. We are big fans of Dave Ramsey and Julia is proud to be a SmartVestor Pro for Oregon and Washington.


Dave Ramsey's 7 Baby Steps include:

  • Save $1,000 as a starter Emergency Fund
  • Pay off debt using the Debt Snowball method
  • Finish the Emergency Fund: save to cover 3-6 months of expenses
  • Invest 15% of income for retirement
  • Save for College
  • Pay off your mortgage
  • Build wealth and give


The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Financial Freedom Wealth Management Group, LLC or LPL. 

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