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’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. We’ll even open an investment account with you so you know exactly what to do! Meetings typically last 1.5 to 2 hours.
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
Schedule
Send us an email or schedule a quick 15 minute call to ensure we are a good fit.
02
Agreement and Deposit
After our initial meeting, we will email you the agreement for your review. Please sign and return the agreement. You will then pay the deposit ($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 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.
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
Schedule your session!
Once we receive all of your documentation and information, we’ll send a link to schedule your planning session. Join the virtual meeting on your selected day and time. Follow the instructions sent to your email from Calendly to join the Google Meet meeting.
After the meeting, all documents and plans will be sent to you. An invoice will be emailed for the balance due ($150).
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 