Get Started
Questions? Want to talk first?
Please reach out to us at firstdollarsaved@gmail.com or use the Contact form. We can't wait to hear from you!
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Our Process
01
Email us
Choose the service that fits your needs the best. Email us at firstdollarsaved@gmail.com to get started. We want to learn about your needs and goals as well as make sure we are a good fit!
Not sure which service to choose? Need to schedule more than one service? We will talk all about your goals over email. We will always tailor our services to fit your needs.
02
Agreement and Payment
After our initial meeting, we will email you the agreement for your review. Please sign and return the agreement. You will then make your payment via a link sent to your email.
Need to cancel? No problem – just make sure you cancel within 5 days of signing the agreement for a full refund.
03
Questionnaire
We will send you an online form to fill in with your information. Fill out and submit the questionnaire. The questionnaire can be updated/edited after initially submitting so you can save your data for later.
04
Email documentation
Submit any supporting documentation that may be needed to create your plans. For example, if you have a workplace retirement plan, send your latest statement and a copy of your investment options. If you have other investment accounts already set up, send your latest statements. We will work with you to ensure we have everything we need.
05
Your session!
Once we receive all of your documentation and information, we’ll email you to arrange your planning session. Join the virtual meeting at the time we set up together by email. We’ll send you the meeting link.
After the meeting, all documents and plans will be sent to you. An invoice will be emailed for any balance due.