Unconventional Money Guy | Joshua Krafchick

⚠️Note: Our initial consultation includes a $49.99 fee that is fully refundable after the meeting—with zero obligation to continue. The $49.99 consultation fee helps ensure we can dedicate focused time to your situation. To keep our process fair and consistent for everyone, this fee applies to all new consultations. You may be wondering... “Why would I pay for a consultation when other advisors offer them for free?” At 369 Financial, we don’t run free “intro calls” that turn into sales pitches. Your time—and your financial decisions—deserve more than that. We treat this meeting as a true financial strategy session, not a quick chat. And we believe the process works best when both sides show up invested and committed. Who We Typically Work With: Individuals and families Business owners and entrepreneurs Specifically, people who are: Building careers, growing a business, or raising children Navigating transitions like new jobs, inheritances, home purchases, or retirement Seeking financial clarity, structure, and confidence Already successful—but wanting a trusted expert to help elevate their planning Why the $49.99 Fee Exists The fee ensures we can dedicate thoughtful, focused time to: Understanding your situation Identifying opportunities Providing high-level, personalized guidance —not delivering a one-size-fits-all pitch. Our Guarantee If you don’t feel the meeting delivered value, we refund the full amount. No pressure. No sales tactics. Our Values Everything at 369 Financial is rooted in: Growth – helping you move forward with clarity and confidence Family – aligning financial decisions with what matters most Philanthropy – using money as a tool for greater impact If you’re looking for financial guidance grounded in trust, transparency, and long-term thinking—we’re here when you're ready. 📩 Send a message or schedule a time to talk.