849 Lake St. E
At 360 Financial, our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. We call this Big Picture Planning™. Big Picture Planning™ is designed to continually adjust and monitor your critical life and financial events to keep you on track.
We have reinvented the wealth management process. Our Big Picture Planning™ process focuses on what’s important to you. We call it, planning with purpose. Every client is unique, but in our experience, we've seen commonalities specifically in what matters to people. For most, what matters most is their family, occupation, recreation, and money. We believe your family, occupation, and recreation drive the “why” of financial planning. And money……well money is the “how.” Money is the fuel in the engine propelling you to where you want and need to go.
Our Philosophy is that a true comprehensive financial plan should be converged and integrated around your family’s security, cash flow planning, retirement planning, investment management, tax strategies, caring for others, and your legacy. All pieces of the puzzle. Our belief and our philosophy are if it’s not fully integrated, it’s flawed. These all need to be working in unison to get you to YOUR goals, whatever you chose them to be.
Our Process is strictly followed to ensure we are proactive in helping our clients navigate critical financial events that will arise as their life unfolds and their needs evolve. This coupled with many years of experience in the financial industry gives us confidence.