Helping clients achieve their financial goals.
OUR VALUE PROMISES
Align your financial choices with your most important goals and most deeply held values.
Get your entire financial house in order, and help you keep it that way.
Have a 10 level of confidence that no matter what happens in the markets, the economy, or the world you have a plan.
NO SALES AND NO COMMISSIONS
361 Financial Planning is a fee-only Registered Investment Advisor. We do not sell products for a commission. Our planning work may uncover your need for certain financial products if so, we will recommend the most cost-effective method of finding the right product or provider for you. We act as a fiduciary. We must place the interests of our clients first without regard to compensation.
NO MINIMUMS FOR FINANCIAL PLANNING
No minimum account balance is required. We offer financial planning services for those who want help managing their financial lives. You are free to maintain your accounts wherever you like; with us or elsewhere.
INVESTMENT MANAGEMENT ACCOUNT MINIMUM: $500,000
We provide institutional money management for retail investors. This means your money will be invested with the same level of experience and expertise as that of the world's largest pension funds, banks, and other institutions.
FLEXIBLE FEE POLICY
Our financial planning and investment management services are offered in a way that works for you. We offer a flat annual or quarterly fee. Learn More.
Our Comprehensive Planning fee is based on the client's gross annual income. We also flat-fee by-the-project options. Our initial consultation fee is $150.00. This consultation will provide you with valuable advice and direction in addressing your financial concerns.