Get out of debt.
Our Ramsey Solutions® Master Financial Coach can help you crush your debt and regain control of your finances.Plan for the future.
Long-term financial planning is a lifelong journey, and we promise to be with you every step of the way.Build wealth.
When you’re ready, our SmartVestor Pro will help you build a financial portfolio that helps you achieve your long-term goals.
We help you take control of your money so it can work for you, not the other way around.
We would be honored to be your trusted advisors as you embark on your journey with a SmartVestor Pro. Quo Vadis Financial was born out of a passion for having deep, meaningful relationships with clients that focus more on building a trusted, long-term partnership than on financial gain. As independent financial advisors, we work with you to create a customized financial plan to help you achieve your long-term goals, and we guide you every step of the way.
Curious if we're a good fit for you? Schedule your introductory consultation today to learn how we work with clients and about our investment philosophy.
Not sure what the Baby Steps are? Download our Baby Steps Guide
C
HOW CAN WE SERVE YOU?
We believe that a diversified set of investments, or portfolio, is a vital part of building wealth for the long term. We help clients build a portfolio that is based on their current situation and paves the way for achieving long-term financial goals. But that’s not all we offer: we also provide our clients with professional coaching, financial planning, and customized insurance.
Coaching
Planning
Investments
Insurance
Let's Work Together
Wherever you are on your financial journey, accountability begins with regular meetings with our Ramsey Solutions® Master Financial Coach and our SmartVestor Pro. We’ll help you gain and maintain momentum, and we will teach you how to apply the Baby Steps to your personal situation.
We believe everyone should be financially prepared for their future. To help keep you on track, we provide access to unlimited coaching and long-term financial planning sessions as long as you're our client.
Coaching
Learn how to relate well with money and people
how we help
• An ongoing Ramsey+ subscription for as long as you're a client
• Meet with our Ramsey Solutions® Master Financial Coaches to learn how to make and use a budget, organize bills and debts, build new habits, and effectively communicate about money.
• Help you realign your financial focus to work the Baby Steps to prepare you for long-term financial planning.
Planning
Prepare for life transitions and simplify complex situations
how we help
• With your goals in mind, we will develop an extensive financial plan to help you get and stay on track to reach those goals.
• Annual review of your financial plan and revisions as necessary.
Investments
Helping you build long-term wealth
how we help
• Wherever you are on your Baby Steps journey, we’ll explain the complexities of investing and how to use the different types of investment accounts to help you reach your goals.
• We’ll make sure all your various accounts are working together as part of your entire (big picture) financial plan. If necessary, we’ll help you open new accounts or transfer existing accounts.
Insurance
Protect yourself and your loved ones
how we help
• Unplanned events can wreak havoc on your finances. Insurance is all about transferring risk from you to an insurance company before one of those unplanned events happens.
• There are many types of insurance. We’ll help answer, “Do I need it? And if so, how much?” Then we will guide you to find the policy that’s appropriate for you.
benefits of working with us:
Regular Meetings
With our Financial Coach or SmartVestor Pro in 1-on-1 sessions.
Ramsey+ Membership
Featuring the premium version of the EveryDollar® budgeting tool.
Guidance Through FPU
We'll help you through Financial Peace University® or provide a refresh.
meet your team
We're passionate about helping you achieve your financial goals.
WHAT MAKES US DIFFERENT?
We're Relatable
We serve clients in
all walks of life.
We Put You First
Call us anytime,
we mean it.
We Offer Guidance
To help you make wisefinancial decisions.
No Asset Minimums
We serve people,not account balances.
