In this episode, I sat down with Luke Millholland of Vault Wealth Strategies, a Norman Financial Planner and Dave Ramsey SmartVestor Pro in Oklahoma.
Here’s what you’ll learn:
- What he’s learned as one of the few Dave Ramsey Smartvestor Pros in Oklahoma.
- The story behind why Luke decided to become an independent financial planner after 10 years with a traditional company.
- The trends he’s seeing from Dave Ramsey fans who reach out to him.
- How a “personal CFO” can save you time and money
Luke’s website – https://www.vaultwealthstrategies.com/smartvestor
Full Episode Overview
In this episode, I sat down with Luke Millholland of Vault Wealth Strategies, a Norman Financial Planner. The reason I was so excited to speak with Luke is that he is one of the few financial planners in Oklahoma that has also been through the Dave Ramsey SmartVester Pro approval process, which means he’s been vetted by the Dave Ramsey team.
It puts a different spin on your typical financial planning setup, which I thought was really interesting to learn about, and the fact that he’s one of the few people in Oklahoma that can actually help people that are also Dave Ramsey fans and are trying to follow the path that they’re learned about through his different programs.
So when I sit down with Luke here, we talk about his path towards opening his own independent financial planning office. We also talk about the trends that he’s seeing as he’s talking with Dave Ramsey fans, what their goals are and what they’re trying to implement with that kind of background knowledge of the Dave Ramsey program.
And we also talk about how he tries to provide a little bit of a different service, which he calls being a “Personal CFO” for his clients.
Enjoy today’s conversation with Luke Millholland of Vault Wealth Strategies.