Unconventional Money Guy

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Introduction: Hey! I’m Joshua Krafchick. Do you struggle to manage your 💸 finances? Are you tired 😴😴😴😴 of being treated like a number by financial institutions? What if I told you that right now, you are making financial mistakes that are costing you? After several years of working for large financial and independent financial institutions, I was tired of seeing people 🧔👱‍♂️👨‍🦰👨‍🦱👩‍🦳🧓👨‍🦳👱‍♀️ being treated like a number, not as individuals. I realized the financial field is full of problems and I was determined to create solutions. 3️⃣6️⃣9️⃣ Financial is a fee-only Registered Investment Adviser Firm. We will provide you with a people-oriented, effective, and alternative approach to money💰💰💰. Together, we will take a look at your needs, lifestyle, and 💪strengths and teach you how to optimize your wealth. Put your money to work for you and step outside the 📦 that was engineered to keep you in debt. Send me a connection request right now, I’ll answer within 2️⃣4️⃣ hours. Let’s discuss how to maximize your investments to the best of their abilities! *** Initial Consultation fee is $24.99 which is refundable ***

Overview

Current Top Pro

Hired 32 times

Serves Jacksonville, FL

Background checked

4 employees

3 years in business

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, Square cash app, Venmo, and Zelle.

Unfortunately, you can't redeem Thumbtack discounts or pay this pro with referral credits.

Social media

Facebook, Instagram

Top pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2022

Featured Projects

5 photos

Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Excellent 4.9

24 reviews

5

96%

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Read reviews that mention:

Asia M.

Oct 6, 2022

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Hired on Thumbtack

Joshua did an excellent job explaining the plan for what I needed to do to get back on track with my finances. He was very organized and reassuring as well! Would definitely work with him again.

Personal Financial Planning

Sneha P.

Sep 2, 2022

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Hired on Thumbtack

I’ve really enjoyed engaging with and learning from Josh the last several weeks. I had all my personal finance basis covered but need help with asset allocation. Josh configured a customer offering for me, assessed the mess of mutual funds and etfs I had inherited (from multiple roboadvisors that I had transferred to Fidelity), and laid out the strategy of having fewer strong positions that still offer diversification. He is also incredibly responsive and really goes above and beyond. No matter what your situation, I know Josh can help or offer the right direction. Highly recommend 👍

Personal Financial Planning

Mohammed A.

Jun 14, 2022

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Hired on Thumbtack

Josh helped me figure out the next steps of my financial journey. As someone who does not have the best financial literacy, he sat down and explained everything in terms I understood. Highly recommend Josh

Personal Financial Planning

Jacob C.

Dec 21, 2022

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Hired on Thumbtack

I appreciated Josh's expertise helping me update my 401K selections and to optimize them for the long-term future. As a result, I have seen my 401k account grow in value. I did not know what allocations and specific mutual funds to select and Josh helped guide me through the process with ease. Thanks Josh!

Personal Financial Planning

Amit K.

Apr 18, 2022

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Hired on Thumbtack

Josh was great. Connected promptly with me and had the insight around my various questions and clarified those for me. Would definitely recommend him and his team. FYI, Thumbtack doesn't allow me to select more than 3 items in the Review but I'd rate 5/5 on all the categories.

Personal Financial Planning

Credentials

Background Check

Joshua Krafchick

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
369 Financial is a fee-only Registered Investment Advisor Firm. We will provide you with a people-oriented, effective, and alternative approach to money. Together, we will take a look at your needs, lifestyle, and strengths and teach you how to optimize your wealth.
What is your typical process for working with a new customer?
Investing: We use a combination of software and Life Cycle Investing, developed by Yale Professors, in order to create a customized investment strategy for you. Financial Coaching: Teaching you the tools and the support you need to manage your own finances and live your life the way you want to. Retirement Planning: Helping guide you so you’re able to live stress free in retirement and beyond.
What education and/or training do you have that relates to your work?
Bachelor of Science in Actuarial Science Financial Mathematics Enrolled Agent Chartered Retirement Planning Counselor

Unconventional Money Guy

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