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.
Email Steffanie@firstdollarsaved.com or Text 616-843-0143 to get started.
You will receive:
- Balance Sheet – Total Assets, Liabilities, and net worth
- Risk Assessment Results
- Recommended Asset Allocation along with recommended funds to invest in
- Retirement Planner Summary
- Yearly Asset Accumulation Guide
- Financial Overview Educational Material
We’ll review your current investments, goals, timeline, and risk level. We’ll determine what investment accounts are available to you and make a plan to optimize your money, taxes, and investments.
Questions?
Please reach out to us at Steffanie@firstdollarsaved.com or use the Contact form. We can’t wait to hear from you!
Our Process
01
Send us a text or email
Send us a text or email to get started and ensure we are a good fit.
02
Agreement and Deposit
We will email you the agreement for your review. Please sign and return the agreement. You will then pay the fee ($100) 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 prorated refund. Once your reports are sent to you, refunds are no longer possible.
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.
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
We create your personalized plans!
Once we receive all of your documentation and information, we’ll get to work creating your personalized plans and reports.
You can expect to receive all of your reports within 10 business days. If you have any follow-up questions, feel free to email them. If you need more help, you can always schedule a virtual meeting (at an additional cost – see Question/Answer session).
We hope you’ll stay in touch and reach out to us when you have follow-up questions. Plans are just a roadmap. Plans will need to be adjusted as life happens. We are here to help.
First Dollar Saved LLC 