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.
Questions? Want to talk before you schedule?
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
Questionnaire
Initiate the process by filling out and submitting this very brief questionnaire to allow us to gather some information about you and what you are trying to learn about.
02
Agreement and Payment
Once we receive your information from the questionnaire, we will email you the agreement for your review. Please sign and return the agreement.
You will then make your payment ($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
Email Documentation
Submit any supporting documentation that may be needed to answer your questions. For example, if your questions are about your investments, send your latest statements showing what you are invested in. We will work with you to ensure we have everything we need.
04
Schedule your session!
Once we receive all of your documentation and information, we’ll send a link to schedule your 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.
First Dollar Saved LLC 