Louis Falvo, CIMA® CDFA® serves as your SmartVestor Pro in the Mount Pleasant, SC Area. Lou is committed to educating and empowering you!
Dave Ramsey's 7 Baby Steps include:
- Save $1000 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
Louis Falvo, CIMA® CDFA® is the Founder and CEO of Cross Roads Investment Management, a comprehensive wealth planning firm. Book your complimentary appointment with Lou by filling out the form below!