SmartVestor

 

 

“Live like no one else, so later you can live and give like no one else.” -Dave Ramsey

Welcome to our independent, family owned and operated firm! We look forward to connecting with you soon.  

Kalie Hawley is a Dave Ramsey, SmartVestor Pro covering the Clearwater, FL territory. This includes:

  • St. Petersburg
  • Clearwater
  • Largo
  • Dunedin
  • Palm Harbor
  • Tarpon Springs
  • Holiday.

Kalie has been a follower of Dave Ramsey's ideology and principles since 2015 when her husband introduced her to his book, Total Money Makeover. She is a strong advocate for greater financial literacy among young adults and has used some of Ramsey's methodologies when teaching small groups of middle and high school students.

While Kalie enjoys helping individuals of all stages of life, she specializes in working with widows and young families on their life and financial goals. She may be a good fit if you are looking for:

  • A long-term relationship with an advisor that will grow with you and your family through the ups and downs of life
  • An advisor that can help you with your personal AND small business financial needs
  • An advisor that will educate you on the how's and why's of investing

What to expect:

Step 1: Introductory Call – This call is to learn more about you, uncover your needs, and determine if you and our firm would be a good fit.

Step 2: Introductory Meeting – Kalie will meet with you in person or via video webinar to learn more about you and what is important to you. She will discuss your goals and collect information.

Step 3: Proposals – Based on your needs, Kalie will put together a game plan on next steps in which she will discuss with you over email and phone.

Step 4: Second Meeting – Once you feel comfortable and both you and Kalie have agreed upon a plan the next step is to Implement the plan and sign any required paperwork.

Ongoing Communication:

Kalie believes in a hands-on approach and that communication is key to having a successful partnership. She will meet with you at a minimum of once a year to review your investments, goals, and any life changes you may have had since the last meeting. You will have online access to statements and investment information as well as on-going communications via email and regular mail.

 

Kalie can be reached at 727-248-0734 or kalie@valleyinvestmentplanning.com