Our money saver consulting services for people within the US, but not in the Dallas, TX Metroplex consists of the client completing an profile form telling us about their households and the specific areas and companies they spend their money with. We will review your unique and personal data and try to make as many specific recommendations (change to company X for "service Y" and save "blank" dollars/month) as possible. Your personalized recommendations will be e-mailed back to you within 3 weeks of submitting your "profile". During this time we may occasionally e-mail you for more specific clarification of usage and requirements for specific recommendations we are generating for you. If you don't know the answer or your answers are unclear we may ask you to fax or mail statements. Your response time will be added to the 3 week timeframe and if there is a lack of response, our guarantee is null & void but we will complete your recommendations with the information we have. You will also be provided with up to 1 hour of phone consultation over the next 1 month (after receiving your report) to assist you in implementing the recommendations. We guarantee that we will show you specific recommendations (primarily by changing service providers for the exact or very similar services) that will cover our $79 fee within 9 months (probably much sooner) of savings. That means we are guaranteeing you at least $8.78 savings/month (excluding deposits, set-up fees, application fees, & similar non-recurring fees). If you are turned down or not-accepted by providers we suggest, upon showing proof we will work with you to find an alternative provider. We expect that most clients will be able to be shown specific personalized savings from $30 to $300 per month! If after implementing (must be within 4 months) the recommendations you do not pay for our service (using your savings) within 9 months of implementation, we will refund the difference (before and after statements/receipts will need to be provided). To be eligible for our guarantee your minimum household income must be at least $35,000 year.
We have done extensive research on cutting costs, saving money, and identifying companies that offer the same services for less. We are offering our personal research and experience, but note that we do not hold any licenses or certifications in financial planning, services, or consulting. We do not hold commission agreements with any of the companies that we recommend; our recommendations are based solely on who offers the best value for the money. You will not hold us liable for any problems that arise as a result of using the suggested services/companies. There is no guarantee we will offer every option available (new choices and plans are added every day). Any savings shown or suggested are not guaranteed. If the companies or services recommended don't accept you (credit, health, or other issues), we cannot be responsible (let us know and we may be able to suggest an alternative) however the potential savings will be counted towards our guarantee. The information, education, and recommendations we suggest are yours to act upon and you will not hold us responsible for any possible misinformation or any issues or problems that arise out of acting on our recommendations.
To start, we recommend you print the profile form (on the next page) and find the answers and write them in. Then after getting all the data, entering it on the profile form.
We will not start working on your submitted profile form until we receive payment from you via credit card or electronic funds transfer using our Paypal automated check-out service below.
