At 360 Financial, we're dedicated to providing our clients with a comprehensive and personalized approach to financial planning.
We pride ourselves on creating long-lasting relationships with our clients and supporting them through every milestone of their journey.
Planning for Your Financial Future
At 360 Financial, we are dedicated to guiding you through the complexities of financial planning with integrity and expertise.
Whether you’re planning for retirement, saving for your children’s education, or focusing on wealth-building, our process offers specific advice to align with your unique circumstances and aspirations.
Get a LifeWealth Plan
Our LifeWealth process is carefully designed to guide you toward realizing your financial goals with clarity, confidence, and efficiency. This is done with the Four Pillars of Wealth in mind: Asset Management, Tax Strategies, Estate Planning, and Risk Management.
Schedule a No-Obligation Call
We’d love to learn about your financial ambitions to determine if we’re the right partner for you. We invite you to schedule a no-obligation 15-minute call to discuss your challenges and goals with a fiduciary financial advisor!
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FIT Meeting
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We begin with an initial consultation to understand your unique financial goals and situation.
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Your advisor will chat with you about your family, occupation, recreation, and money (F.O.R.M.). This helps us craft a plan based on your lifestyle.
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Getting Organized
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Your advisor will gather all necessary financial documents and information.
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Using this data, we develop a customized financial plan that integrates our four key pillars, setting the stage for successful implementation.
Implementation and Setting in Motion
We execute your developed financial plan with precision, initiating the strategies discussed during our consultation.
Our team meticulously implements the aspects of your personalized strategy, guiding you toward your financial goals.
Review and Align
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The process comes full circle with a detailed review and alignment, making sure that the plan remains the absolute best fit for your goals.
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We will continue to fine-tune strategies as necessary, supporting ongoing progress towards your financial success.
How Does It Work?
360’s financial planners aim to provide a comprehensive plan in just five weeks.
Asset Management
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Investments and Active Portfolio Management
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Retirement Planning
Tax Strategies
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Tax Return Analysis
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Small Business Planning for Business Owners
Estate Planning
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Legacy
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Wealth Transfer
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Charitable Giving
Risk Management
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Insurance
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Debit and Cash Flow
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Employee Benefits for Business Owners
About 360 Financial
360 Financial is an independent wealth management firm with a team of specialized financial advisors and financial planners.
As fiduciaries, 360 Financial’s advisors provide fee-only services to business owners, entrepreneurs, and professionals. We help investors with sudden wealth, retirement planning, tax planning, estate planning, and business financial planning.
We are based out of Minnesota and have been serving clients across the US since 1995.
360’s financial planners aim to provide a comprehensive plan in just five weeks.
FIT Meeting:
-
We begin with an initial consultation to understand your unique financial goals and situation.
-
Your advisor will chat with you about your family, occupation, recreation, and money (F.O.R.M.). This helps us craft a plan based on your lifestyle.
Getting Organized:
-
Your advisor will gather all necessary financial documents and information.
-
Using this data, we develop a customized financial plan that integrates our four key pillars, setting the stage for successful implementation.
Implementation and Setting in Motion:
-
We execute your developed financial plan with precision, initiating the strategies discussed during our consultation.
-
Our team meticulously implements the aspects of your personalized strategy, guiding you toward your financial goals.
Review and Align:
-
The process comes full circle with a detailed review and alignment, making sure that the plan remains the absolute best fit for your goals.
-
We will continue to fine-tune strategies as necessary, supporting ongoing progress towards your financial success.
How Does It Work?