Lisa Calloway
Wealth Manager at Dave Ramsey SmartPro Financial at SmartPro Financial - Sarasota, FL, US
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United States
SmartPro Financial
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A Plan for Your RetirementWe believe that financial planning is about more than just investing. Through the heart of a teacher, we work with each client to make sure they understand every step of the process. Whether you are working through one of Dave Ramsey's 7 Baby Steps or just getting started, we are here to help.Comprehensive financial planning is about building wealth through a process, not a product. A plan provides not only direction, but also an integrated strategy to try and better your overall financial life over time. A comprehensive plan takes into consideration the entirety of your financial life. Your assets, liabilities, taxes, income, business, etc. These aspects of your financial life are never isolated from each other.