Maximizing Your Money's Potential
Schedule an Appointment With a Certified Agent
Ready to see what the Money Merge Account® System can do for your life? Here's are the next steps:
  1. Fill out the short form below.

    2.
  2. You will be contacted to schedule a web-conference. During this "webinar," you will see on your screen:
    • Your Analysis prepared live by an Agent
    • A review of how the service will work for you
    • A demonstration of the software

    3.
  3. A follow-up appointment will be scheduled if necessary, and your Analysis will be e-mailed to you in .pdf form.
You will want to have some information ready for the web-conference. Note that we do not want your account numbers, SSN, or credit score. We just need balances (original and current), terms, interest rates, and minimum payments for the following:
Property and Mortgage Information
Income Information

Creditor Information

Checking and Savings Account Information
You may find it helpful to download this worksheet to gather and organize the information, and this expense checklist for determining your expenses, budget, and discretionary income.

Schedule your Free Consultation and Receive a Complimentary 5-Page Analysis

Please complete the fields below and we will respond within 24-48 hours to schedule your appointment.

Upon hitting "submit," you will be taken to a page where you can fill out a preliminary form and get a head start on the application and analysis process.

We hate SPAM too. We will never share, sell or otherwise divulge your contact information.
Information you share with us is confidential and will be used only for determining how well the Money Merge Account program will work for you.

There is no cost and no commitment, so let's begin.

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(503) 807-5347

All Services are provided by United First Financial. Agent #894597                                                                                                   Copyright 2008 Jesse R. McDonald. All rights reserved.