
“Someone is sitting in the shade today because someone planted a tree a long time ago.”
Warren Buffett
Different Than Your Typical Advisor
At First Dollar Saved LLC we put education first. We are an affordable advice-only fiduciary advisor registered in the state of Michigan. Our mission is to teach you how to manage your investments on your own. With all of the tools available today, you don’t need to spend your money on management fees. We only recommend investments with the lowest fees in the industry. And we sell absolutely no investments or products.
We understand it’s hard to know where to start. That’s where we come in. Let’s meet to discuss your needs, make a plan, and get you comfortable putting your money to work. You can use whichever brokerage you would like or we’ll help you pick one. We will walk you through all the steps with as much or little help as you need. No one cares about your money as much as you do (well except for us, maybe)!
You come first. We’ll adapt our process to fit your needs. Please reach out to see how we can help. Have a quick question? Just send us a message – no strings attached.
Our clients
Who is our typical client? We love working with people just starting out in their investment journey. Many young professionals can benefit greatly by getting a financial and investment plan in place but they do not have the thousands of dollars that is often needed. Our services and prices are geared to those just getting started. You just got your first job? Got married? Starting a family? Or maybe you’re ready to take over managing your own finances and want a second set of eyes. You are the perfect fit for our services!
Since we are currently only registered in the state of Michigan, we are only accepting clients who live in Michigan.
Financial Planning

We’ll help you get started or continue on your path to financial security. We’ll review your income, expenses, and goals to come up with a plan that works for you.
Investment Advice

Roth IRA? 401K? 529? HSA? We’ll simplify it and help you determine and understand your priorities. Then we’ll help you with your appropriate asset allocation and which investment accounts to prioritize.
Other Financial Questions

Maybe you just have questions or want someone to talk through your existing plan. Schedule a meeting with us to get answers.
Just a quick question? Send us a message – no strings attached!
Get in Touch
Reach out so we can work together to get you on your way to financial security.
Have a quick question? Want to reach out to see if we can help you before you Get Started? Feel free to email anytime!
Steffanie@firstdollarsaved.com


