It Starts with You.
The first thing you can expect is a conversation about where you are and where you would like to be.
We create a personal financial plan based upon your goals that will be our guide going forward. A financial plan is not a one-time event; it's an ongoing interactive process between you and 360 Wealth Management. We will revisit your personal financial plan on a schedule that you prefer and discuss any needed adjustments.
As a fee-based investment planning firm we are financially vested in optimum client performance. In other words, we have an inherent interest in seeing our client's assets grow as our relationship evolves. If you win, we win. It's that simple.
In addition to your account statements, communication with us includes access to your account information online anytime, as well as regular contact from us. My team strives to deliver an overall experience that is focused on you, our client.
Contact us today to see how a personal financial plan could bring you closer to your goals.