Karen Ramsey, CFP®

Speaker | Author | Educator & Motivator | Wealth Manager | Consumer Advocate

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Karen Ramsey, CFP® grew up on a farm in Loveland, Colorado. Her family was poor, and her parent's lifestyle as farmers made a lasting impression . Karen’s dad woke up every morning at 4:30 to milk the cows and worked in the fields all day. He'd fall asleep exhausted every night just after dinner, seven days a week. Work was her parent's whole life. Karen learned as a little girl that "You have to work hard"—and yet, "You never get ahead.” Her lifestyle and view on hard work was about to change. After putting herself through college, she discovered her life's calling—to work with people and their money and treat people the way she wanted to be treated. She opened her financial planning practice on October 1, 1990.

Karen’s reputation and customer base grew to the point that Ramsey & Associates soon found it difficult to keep up with demand. To stay ahead, she did what any booming business would do and raised her rates and minimum portfolio sizes. Soon she was managing portfolios for many affluent people in the Seattle area.

While it made perfect business sense to work with the wealthy, it conflicted with her personal ethic. Her heart was hurting for all the people who needed assistance with their investments but could no longer afford her. She thought of her parents, and the many good people who helped her grow from a young woman into a business leader, and dedicated herself to find a solution. That solution became RamseyInvesting.com. RamseyInvesting.com provides virtual, high quality, fee-only advice to those that can’t afford the high minimums most financial advisors impose and is often be a barrier to quality financial advice. In addition to her financial planning work, Karen has made it a personal mission to educate people about how to have a positive, stress-free relationship with money, a relationship that supports their quest to pursue whatever their heart and soul desire in this life. Through her workshops and her two books, Think Again: New Money Choices, Old Money Myths and Caring for Your Soul in Money Matters®, she helps people to understand how just a little information and small shifts in thinking can have a profound and lasting impact on their lives.

Karen Ramsey, CFP® Wealth Manager / Consumer Advocate

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Karen Ramsey, CFP® is the owner of a prominent fee-only financial planning and wealth management firm in Seattle, Ramsey & Associates Inc. Karen also founded RamseyInvesting.com, an online investment platform designed for Americans who desire an affordable, low minimum, fee-only approach with quality investment solutions and professional management.

Karen Ramsey, CFP® Educator & Motivator

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Through her workshops, books and public speaking, Karen Ramsey, CFP® has helped thousands of people end their struggles around money with a powerful, sensible program that is effective and easy to integrate. Change your relationship with money –

and change your life.!

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r Caring for Your Soul in

Matters of Money® Author Karen Ramsey believes everyone has a gift to give to the world, but few understand how profoundly their “money baggage” sabotages their purpose and shrouds their gift. The step-by-step method in this book will help readers:

  Uncover their money baggage

  Embrace concrete change that will begin to transform all areas of their life

  End their financial struggles

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r Think Again: New Money

Choices, Old Money Myths Author and financial planner, Karen Ramsey, CFP® shatters common money myths and shows readers how to take control of their finances and realize their dreams. Part I shatters our twenty-one biggest money

myths, including:   I have to save, save, save.   I have to pay off my mortgage as soon as I can.   I’ll have the life I want later.

Part II outlines her easy-to-follow Personal Spending Plan to help people find the road to happiness and financial security, without deprivation.

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r Breakthrough Workshops

In Karen Ramsey’s breakthrough workshops, attendees discover that they can have a positive, empowering relationship with money that supports their quest to pursue whatever their heart and soul desire. Karen teaches people how to release their money baggage and achieve a positive money relationship by:

  Gaining insight, optimism, and clarity about the purpose of their life and work

  Naming their passion and designing a life that nurtures their soul

  Discovering and permanently alter ing their relationship to money

  Learning how to free their energy and end their suffering about money

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  Seattle Magazine - Best in Client Satisfaction, 2007–13

  Consumers’ Research Council - America’s Top Financial Planners, 2010-12

  Bloomberg Financial Magazine - Top Wealth Managers, 2005–9

  Seattle Mayor's Office - Small Business Award, 2007

  Washington CEO - Top 10 Wealth Management Firms, 2007

  Financial Planning Magazine - Planning to the People, Nov. 2007

  The Wealth Factor - Outstanding Wealth Managers, 2003

  Mutual Funds Magazine - 100 Great Financial Planners 2002

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  The Possibility Challenge

  A Scientific Study that Shows the Power of Intentional Focus

  New Tools and Insights from RamseyInvesting.com

Learn more…

www.karenramsey.com

(888) 979-4455

1730 N. Northlake Way; Suite 3301

Seattle, WA 98103