Uncommon Wealth Partners

At Uncommon Wealth Partners, we understand that you are your best asset. We believe that investing in yourself is the key to achieving your goals and living the life you have always wanted. Our team of experienced professionals is dedicated to helping you create a customized financial plan that aligns with your passions and dreams.

Our approach to financial planning is unique because we focus on leveraging "Now Money" to fuel your passions today and in the future. Unlike traditional financial planning, which often focuses on "Later Money, " we believe that you should start fulfilling your dreams now and build wealth along the way. We help you save for the long-term while encouraging you to leverage what you have right now.

Our team is made up of passionate individuals who are committed to helping you achieve financial freedom. Meet our team:

• Phillip Ramsey, Owner: With a wealth of experience in financial planning, Phillip is dedicated to helping you create a customized plan that aligns with your goals and dreams.
• Arron Cramer, Financial Advisor AFC CSLP: Arron brings a unique perspective to financial planning, focusing on how to leverage your current resources to achieve your goals.
• Ryan Garvey, Operations and Qube Money Lead: Ryan is dedicated to ensuring that all of our operations run smoothly and that our clients have access to the tools they need to succeed.
• Haley Phillips, Executive Director: Haley is passionate about helping people reclaim their dreams and start fulfilling them now. She works closely with our clients to ensure that they have the support they need to achieve their goals.
• Ashley Fox, Lead Planner: Ashley is dedicated to helping you create a customized financial plan that aligns with your passions and dreams.

Services

At Uncommon Wealth Partners, we offer a variety of services designed to help you achieve financial freedom. Our services include:

• Financial Planning: Need help defining a path to reach your goals? We'll walk side by side with you to make your own customized plan to help you live the life you have always wanted. Our financial planning process is a three-meeting process. First, we compile your financial numbers and discuss your goals. The second meeting is our "Plan Reveal" where we walk you through your custom plan created to achieve your specific goals. In your third meeting, we follow up, answer all of your questions, and determine our next steps.
• Coaching / Therapy: Already have a plan but need help achieving it? We provide business coaching to help define your strategy and accountability to get things accomplished. Through a 2.5 hour meeting, we discuss the goals of your organization and create measurable goals. Once those goals are clearly defined, we meet every 3 months. Our coaching is a continual process to make sure you're equipped to handle the challenges of the upcoming quarter.
• Money Management: Simply need help making wise, strategic investments? We'll manage accounts that you have accumulated with a strategy that fits your personality. We meet for an hour to talk about your risk tolerance and create a personalized strategy. Next, we'll walk you through opening accounts and electronically transferring your money. After that, we're accessible via email to answer any of your questions and we meet annually to discuss the performance of the account.

Resources

At Uncommon Wealth Partners, we believe in providing you with the tools and resources you need to succeed. Check out our Uncommon Wealth Podcast, where we discuss topics related to financial planning and wealth management. Our podcast is available on Apple Podcasts, Google Podcasts, and Spotify.

Ready to invest in yourself and start living the life you have always wanted? Let's talk! Contact us today to schedule a meeting and start your journey to financial freedom.