The Money Merge Account® system from UFirst™ is available in all 50 states of the U.S.A.
as well as the following 5 Provinces of Canada: Alberta, British Columbia, Manitoba, Ontario
and Saskatchewan.
1. What United First Financial and the Money Merge Account system do not require.
2. How and where we meet.
3. How to begin the process of using the Money Merge Account system.
4. Online Money Merge Account worksheet for you to complete yourself.
5. The information needed to complete your analysis.
6. Minimum bank accounts required to use the Money Merge Account system.
7. 'Contact Us' form for clients or those looking to join our winning team of agents can click here.
What United First Financial and the Money Merge Account System DO NOT Require:
We do not do a credit check.
We do not do an income verification
We do not ask for your bank account numbers
We do not ask for your social security number
We do not ask that you change your bank or lending institution
We do not have access to your money
We do not move your money for you
You do not have to refinance your existing mortgage
We are not a bi-weekly mortgage program
We are not a debt roll down programSound too good to be true? Put us to the test! It costs you nothing to check us out and get your free-of-charge analysis.
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How and Where We Meet:
so you can see my screen. If you choose to have me enter your information into the Money Merge Account analysis software during
our initial meeting you will be able to see me do that.
GoToMeeting sessions are always completely private and secure. To set up an appointment, complete the CONTACT info. below.
We talk via the internet if you have a microphone and speakers on your computer.
If you do not have speakers and microphone on your computer we can communicate via telephone while utilizing GoToMeeting.
You will need high speed internet for us to connect using GoToMeeting.
Complete the CONTACT information below and I will call you within 48 hours to set up an appointment.
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How to Begin Using the Money Merge Account System:
After you fill out the CONTACT information below, I will call you within 48 hours to set up an appointment so I can generate your
No-Cost Analysis.
This free analysis will show you just how much our program will benefit you. You will be amazed at how you can
potentially start saving interest dollars right away and knock years off your mortgage and consumer debts.
Alternatively, fill out the Money Merge Account Worksheet Online
yourself to have your Analysis reviewed before we meet.
If you would rather print out the worksheet and fax or scan then email it to me, do so here.
To view an analysis report so you will know what to expect on your report, watch chapter two of our video _____________________________________________________________________________________________
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The Information Needed to Complete Your Analysis:
Found on monthly statements and/or original/most current mortage note or call your lender and ask them.
1. CREDITORS:
For all your creditors we need the following information:
* Original Amount Borrowed
* Current Amount Owing
* Interest Rate
* Original length of term in months (30 years = 360 months), (not if it is a revolving debt like a credit card))
* Current term remaining in months (29 years = 348 months), (not if it is a revolving debt like a credit card)
* Monthly Payment Amount (are escrows included if it is a mortgage and if so, what portion of your monthly
payment pays for your escrows?)
* Credit Card Cash Back Rewards
Please keep all your creditors separate.
2. NET INCOME and PAY PERIOD:
Net take home income, meaning after all insurance, 401K, social security, tax deductions, how much do you put in the bank and how often?
i.e. weekly, bi-weekly, semi-monthly, or monthly?
If you have irregular income, add up what you brought home this year and divide by 12 months and enter as monthly.
Also, if you have multiple incomes, please keep them all separate.
3. DISCRETIONARY INCOME:
After paying all your bills, buying your food, eating out etc., how much average monthly discretionary Income do you have available? If this
varies monthly give me an estimated high and low figure.
Depending on your financial position, sometimes the analysis shows a huge interest savings and years to pay off reduction with $50 or less monthly discretionary income. We will not know until we do your analysis though, so scroll down this page to fill out our 'contact us' form
4. CHECK (CHEQUE) & SAVINGS ACCOUNT:
What are your average check (cheque) and savings account balances? Return to 'contact us' form.
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MINIMUM Bank Accounts Required to Use the Money Merge Account System:
1. A CHECKING (CHEQUING) Account,
2. A SAVINGS Account and a
3. A 'Line of Credit' with a minimum limit of $300. Can even be a CREDIT CARD.
Choices of current banking instruments to use with mortgage debt are any of the following;
1. HELOC (Home Equity Line of Credit)
2. PLC (Personal Line of Credit)
3. BLC (Business Line of Credit)
4. SLC (Secured Line of Credit)
5. Any Credit Card with a minimum $300 limit is also a great option.
(Ask me for the specific 'Characteristics of a Line of Credit' required to work optimally with the Money Merge Account system)
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Fill in the 'contact us' below so we can start preparing your no-cost analysis and show you how fast our program can pay off all your debts with little to no change in your budget or lifestyle.
After you click submit, you will be invited to fill out the Money Merge Account Online Questionaire.
You can choose to fill it out if you wish to speed up the process and have it reviewed before we meet.Click here to see the four (4) types of information needed to fill out the short, analysis questionaire.
1) Look for the red box called Free Analysis and fill out the 10 minute questionaire that comes up after you hit submit above. Can be completed and submitted on-line.
See the form above
2) If you would rather fax us the 10 minute questionaire, you can print it out here then complete it.
Call 845-649-7487 before faxing it. Printable Version of Analysis Worksheet here.
3) Here is an Excel Version of the 10 minute Analysis Questionaire, so you can complete it online, save it, then email it to me.
My email is jennifer @FinancialNavigationSolution.com.
Think Like A Bank, Not Like A Consumer.
Learn How to Use Other People's Money
and Maximize Your Money, While
Becoming Debt Free and Building Wealth.
STEP ONE - Watch the 20 minute overview of our company and product
STEP TWO - Watch the 22 minute demonstration of the Money Merge Account software, coaching and
education system
STEP THREE - Get Your Instant Quick Quote Here, Then Call Me, Jennifer on 845-649-7487
The results shown on your personalized analysis will potentially show you how the seven strategies,
working together, create an awesome, debt elimination, wealth building, Financial Navigation Solution.
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Jennifer Bhala Hansen
Jennifer@ FinancialNavigationSolution.com
Disclaimer: United First Financial, its agents, and subsidiaries provide Internet web based software and support services. United First Financial does not provide tax, legal, real-estate, mortgage, or investment advice. Interested parties should seek and consult with persons or entities icensed and qualified in those areas for advice relating to those matters. United First Financial is not liable or responsible for claims or representations made by any party which are not included in the Money Merge Account Limited Guarantee.
Copyright . United First Financial Independent agent Jennifer Bhala Hansen. All rights reserved.
Copyright . United First Financial Independent agent Jennifer Bhala Hansen. All rights reserved.
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