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360 Financial's Process

We hep simplify your financial planning process and cushion the effects of impactful financial events.

Big Picture Planning

360 Financial’s purpose is to enrich your life by leading and navigating you through impactful financial events. 

Common impactful events include:

  • changing jobs

  • moving to a new house

  • retiring

  • recession
     

We help simplify your financial planning process and cushion the effects of impactful financial events.

360's LifeWealth Process

LifeWealth Process and Plan

Our LifeWealth Plan helps you reach your goals by focusing on what you can control as you pursue your financial independence.

 

The LifeWealth Process revolves around you and what matters to you the most. We look at four areas (which we call F.O.R.M) of your life to build a plan that’s individualized to your unique goals:  Family, Occupation, Recreation, and Money.

 

Our process consists of three meetings:

 

  1. Discovery

  2. Design

  3. Deployment.

From there, we set the plan in motion, monitor it, and meet annually or bi-annually to review and realign.

 

Once your LifeWealth Plan is in place, you’ll feel more confident about the future and more assured you’re on track to reach your goals.

 

You’ll also be better prepared to deal with impactful financial events when they occur, knowing we will be right by your side.

Dedicated Investment Team

Your committee identifies opportunities to enhance your potential results by guiding you through market fluctuations.

 

They meet regularly to monitor rates, markets, and inflation. With over 200 years of experience, they keep you informed through monthly investment meeting notes and weekly market commentary.

4-Pillars of Wealth Planning

Estate Planning & Legacy

  • Inheritance

  • Marriage

  • Gifting

Investing

  • Bull Market/Bear Market

  • Economic Recession

  • New Job

  • Promotion

Family Security

  • College

  • Loss of a Spouse

  • Health Event

  • Life Insurance

  • Disability

Retirement Planning

  • Vacation Home

  • Age 62, 65, 73

  • Travel & Fun

Tax Planning

  • Retirement

  • Tax Law Changes

  • Sales of Assets

  • CPA Tax Services

Business Owners & Planning

  • Buying a Business

  • Selling a Business

Building Lasting Relationships

Our mission is to build a lasting relationship based on trust and understanding. 

 

You are not just a number at 360. You are supported by a dedicated 25-person team of specialists. 

 

We pride ourselves on six core values:

 

  1. Confidence

  2. Positivity

  3. Problem Solving

  4. Community Impact

  5. Integrity

  6. Going Above and Beyond to Serve You Best

 

We are a fee-based SEC-registered investment advisory firm established in 1995 by our founder and president, Mike Rogers.

“Where everyone knows your name… and we’re always glad you came.”

– Song by Gary Portnoy and Judy Hart-Angelo

We’d love to learn about your financial ambitions to determine if we’re a good fit for each other. We invite you to schedule a no-obligation 15-minute call to discuss your challenges and goals.

Schedule a 15-minute call with a 360 Financial advisor to find out if we're the right fit, how we can help you, and how the process works. 

Speak with a Fiduciary Financial Advisor

Get the best financial guidance for your exact situation and goals.

No more cookie-cutter solutions or high-cost products.

360's Advisory Team

Mike Rogers, AIF®

President and Founder

Mike Rogers is the President and founder of Wayzata-based 360 Financial. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies.

Brian Bohnsack, AIF®

Senior Vice President

Brian Bohnsack is a financial advisor and the  Managing Principal of 360's Elk River Office. Brian has a wide range of experience in financial services, accounting, insurance, and management.

Dan Mahoney, CFP® 

Senior Vice President

Dan has been a financial advisor for over twenty-five years, specializing in financial planning. He draws on many years of experience at Paine Webber/UBS Wealth Management.

Jeff Thompson

Senior Vice President

Jeff brings 22 years of financial planning experience to his clients, specializing in full balance sheet financial planning, retirement planning, 401(k) Plans, and IRA rollovers.

Michael Urch, CFP®

Senior Wealth Manager

With over 10 years of experience, Michael advises his clients on all areas of wealth management. He graduated magna cum laude from Bethel University with a BA in economics and finance and a minor in mathematics.

Tom Whitnah

Senior Vice President

Tom has been providing financial and advisory services to clients for 32 years. Prior to joining 360, Tom was at Morgan Stanley Smith Barney. He takes pride in crafting an investment plan to fit in with his clients’ goals.

Will Grant, CFP® CPWA®

Wealth Manager

As a Certified Financial Planner™ and Certified Private Wealth Advisor®, Will helps clients create their ideal life through values-based financial planning. His process is designed to pursue each client’s objective.

Ryan Trebil, CFA®

Senior Wealth Manager

With over 20 years experience, Ryan is a Chartered Financial Analyst® specializing in investment management strategies designed to build generational wealth for high-net-worth families. 

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