RamseyInvesting.com Process

RamseyInvesting.com provides you with a conscientious investment solution engineered to help you achieve long-term financial success.

We divide this process into three phases:

Phase I: Planning Phase II: Implementation Phase III: Review
  1. Create a client profile
  2. Completion of Risk Tolerance Questionnaire
  3. Phone call with financial advisor to discuss Risk Tolerance Questionnaire results
  4. Provide your current account and investment information
  5. Select your investment style:
    • Active
    • Socially Responsible
    • Passive
  6. Sign Letter of Agreement (LOA)
  7. Phone call with financial advisor to discuss your current investment accounts and how to proceed
  1. Setup account at Schwab
  2. Transfer the assets you want us to manage at Schwab
  3. RamseyInvesting.com will invest in mutual funds and/or ETF's per your target allocation and investing style selection
  4. Phone call with financial advisor to discuss your portfolio and performance reports
  1. RamseyInvesting.com will continuously monitor your portfolio and make tactical reallocations at any time based on market, economic or interest rate conditions
  2. RamseyInvesting.com will rebalance your portfolio annually
  3. Annual phone call review with a financial advisor

Get Started!