Blue Diamond Financial Solutions
Email: susan.olson@bluedfs.com
Phone: +1 517-886-0040
GETTING STARTED
Step 1: Click APPOINTMENT CHECKLIST (above in blue). Use this form to collect your documents to fill in your data.
Step 2: Click the green START button (bottom right).
Step 3: Once we receive your completed New Prospect Questionnaire, if we haven't already scheduled a meeting we will contact you to arrange an introductory meeting. Please bring in any documents on our Appointment Checklist which you have not uploaded during this process.
Contact us at 517-886-0040 if you have any questions.
