I am not a Dave Ramsey ELP, but the reason why might not be what you would think. I have been through Financial Peace University (FPU) and I think that it is doing great work and that many lives are better off because of it. I agree with a large portion of FPU's advice and often give the same advice myself. Which leads many to ask, "Then why aren't you a Dave Ramsey ELP?"
I don't want to be a Dave Ramsey ELP simply because I want to protect my freedom and ability to give whatever advice I think is relevant and best for my clients. I do not want to limit myself to anyone else's prescribed advice nor pay a fee to be endorsed by someone who would require me to give specific advice to every client regardless of their individual circumstances.
So, while I might agree with a large majority of what FPU teaches, you know that Wooten CPA PLLC is not restricted in the advice I can give and that my goal is to help bring peace to your financial and tax responsibilities, whatever that might look like given your unique situation as an individual.
Dave Ramsey ELP
THE REASON WHY I AM NOT A
Wooten CPA PLLC is a CPA firm that provides many different services to bring peace to your financial and tax responsibilities. If there's a service you're interested in that isn't listed here, please contact me to see what options are available to you. If Wooten CPA PLLC cannot meet your needs, I'll help you find someone who can.
Wooten CPA PLLC provides the following services for businesses and individuals who are looking for unrestricted advice that might not come from a Dave Ramsey ELP.
Going beyond compliance by providing planning tips and analyzing different scenarios to help you prepare for and minimize tax liability.
For businesses looking to understand how to connect their finances to their purpose. Wooten CPA PLLC can help you understand the big picture and give advice & guidance related to transaction processing, risk management, major purchases, and more. Click here for more.
Serving individuals and businesses who need help resolving tax problems with the IRS or state authorities by identifying the issues and finding potential solutions.
Helping start-ups with advice related to entity selection, business formation, start-up tips and processes, nonprofit applications, and more.
Assisting you with this complex form that is required when applying for federal financial aid.
For individuals looking to understand how to connect their finances to their purpose. This is having a personal Chief Financial Officer for big picture advice & guidance related to insurance, savings, major purchases, budgeting, banking, and more.