Schedule a Conversation

Every important financial relationship begins with a conversation.

Whether you're preparing for retirement, evaluating an important financial decision, or simply looking for another perspective, we'd welcome the opportunity to meet you and learn more about your goals.

Schedule Your 
Retirement Strategy Review

The easiest way to get started is by scheduling a Retirement Strategy Review.

Choose a convenient time using our online scheduler, or call our office and Heather will be happy to help you find a time that works for you.

Schedule Your Review 

103 N Armstrong, Suite 206
Bixby, OK 74008

(918) 209-5367

Info@360wm.net

Monday – Friday
9:00 AM – 5:00 PM

Send Us a Message

Our Office

What Happens Next?

After you contact us, here's what you can expect:

1

We'll contact you

We'll reach out to confirm your appointment or answer your questions.

2

We'll get to know you

We'll learn more about your goals, priorities, and current situation.

3

We'll meet together

We'll discuss the financial decisions most important to you.

4

You decide what's next

Together we'll determine whether working together makes sense.

Our first conversation is simply that—a conversation. No pressure. No obligation.