No hourly fees. No hidden fees. One flat rate.
In investing, you get what you don’t pay for. Costs matter. So intelligent investors will use low-cost index funds to build a diversified portfolio of stocks and bonds, and they will stay the course. And they won’t be foolish enough to think that they can consistently outsmart the market.
John C. Bogle
At First Dollar Saved LLC, we strive to make things simple. Personal finance does not need to be complicated or intimidating. We will work with you to create your own personalized roadmap to financial security.
At the forefront of our mission is to keep your hard earned money in your own pocket. We do not take custody of your funds. There are no asset under management (AUM) fees to worry about. There is no annual membership fee. But rest assured, we’re always here to help you implement your plan. We love receiving questions from our clients – this means you are learning! And we never charge a fee for an email response!
We can always tailor our services to fit your needs. If you need a financial and investment plan, we can work with you to accomplish both together. Please reach out to get more information and pricing.
Hassle-Free Investment Checkup – $100
We now offer financial and investment reviews through email without needing to schedule a meeting.
If you don’t have time to meet or just don’t want to talk in person, schedule the Hassle-Free Investment Checkup. We will communicate with you through email to gather all of the information we need. We will create your individualized plan and email everything to you including a personalized summary. You can then follow up with any additional questions through email at your convenience.
At any time, you can schedule a virtual meeting if desired, at an additional cost (see Question/Answer session).
Investment Plan – $250
Let your money do the heavy lifting. Get started now, even with small chunks of money here and there. Let’s get that first dollar saved.
We will review your goals, timelines, and risk level. We’ll determine what investment accounts are available to you and make a plan to optimize your money and investments. We’ll even open an investment account with you so you know exactly what to do! Meetings typically last 1.5 to 2 hours.
Workplace Retirement Plan Review – $100
So you have a retirement plan at work, probably a 401k or 403b plan. Great! But how are you supposed to know which investments to choose?
We will review your current investments, asset allocations, and risk tolerance. Then we’ll meet to review the investment options available in your employer’s plan and determine which are the best fit for you and your goals. Meetings typically last 30 min.
Question/Answer Session – $100
You’ve got questions, we’ve got answers. And if we don’t, we’ll find out for you!
Spend 30 minutes getting your finance and investment questions answered. Please note there are no written plans included with this option. It is purely conversational.
First Dollar Saved LLC 