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Surviving spouse financial planning is the work of steadying a household's finances after a death, in an order that keeps the urgent items from crowding out the consequential ones. Most of what lands in the first weeks can wait. A smaller set of decisions genuinely cannot. 360 Financial, a fee-based fiduciary firm with offices in Wayzata and Elk River, Minnesota, sits with families on both. The hardest part is rarely the arithmetic. A woman in Wayzata told us her husband ha

A concentrated stock position is what happens when one company's shares grow into an outsized share of your net worth, usually because you worked there and the equity kept vesting. 360 Financial, a fee-based fiduciary firm with offices in Wayzata and Elk River, Minnesota, works with Twin Cities professionals on unwinding these positions deliberately, over a timeline that accounts for taxes, vesting schedules and trading windows rather than reacting to a single quarter of shar

A lot of business financial planning in Elk River, MN still gets handled in two separate conversations: one with the accountant about the business, and another, if it happens at all, about the owner's own retirement and investments. 360 Financial's Elk River team starts from a different premise. For most owners in Sherburne County, the business is the retirement plan, the largest asset on the balance sheet, and the biggest single risk sitting in one place, so it needs to be p

Wayzata business owner? 360 Financial coordinates your company finances and personal wealth into one integrated plan. Free 15-minute call.