BIG PICTURE PLANNING
360 Financial’s purpose is to enrich your life by leading and navigating you through impactful financial events — such as changing jobs, moving to a new house, retiring, or a recession. We help simplify your financial planning process and cushion the effects of impactful financial events.
LIFE WEALTH 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 planning process revolves around you and what matters to you the most. We look at four areas of your life to build a plan that’s individualized to your unique goals; Family, Occupation, Recreation, and Money (F.O.R.M). Our process consists of three meetings: Discovery, Design, and 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.
IMPACTFUL FINANCIAL EVENTS
Our proprietary 360° process intersects across wealth, risk, cash flow, tax strategies, as well as philanthropy. Your sophisticated, customized LifeWealth plan is based on your goals and is regularly monitored to remain on track, especially when going through an impactful financial event.
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.
TEAM 360
You are not just a number at 360. You are supported by a dedicated 25-person team of specialists. Our mission is to build a lasting relationship based on trust and understanding. We pride ourselves on six core values: Confidence, Positivity, Problem-saving, Community Impact, Integrity and 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
If you want to work with a financial planning team that cares about your happiness and future, please schedule a call with one of 360 Financial’s planners. You can schedule a 15-minute introductory call to ask questions and find out how we can help you.