Unconventional Money Guy

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Offers remote services

Discounts available

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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 🧔👱‍♂️👨‍🦰👨‍🦱👩‍🦳🧓👨‍🦳👱‍♀️ 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 💰💰💰. 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!

Overview

Serves Ponte Vedra Beach, FL

Background checked

4 employees

1 year in business

Payment methods

Cash, Check, Credit card, PayPal, Square cash app, Venmo, Zelle

Social media

Facebook, Instagram

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Featured Projects

5 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

Exceptional 5.0

10 reviews

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100%

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Read reviews that mention:

Thumbtack Customer

Ive gotten to know Josh over the past couple of years and he is everything youd want in a financial advisor: he listens well, is always working to help others and knows how to think outside the box.

Dec 17, 2020

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Review from Google

Ross M.

I have been working with Josh and Andrew for a little while now and I have found them both to be very knowledgeable and always available to answer all my questions and concerns. I highly recommend if you are searching for a financial advertiser to give them a call!

Dec 16, 2020

Thumbtack Customer

Josh has been helping me and wife with our investment and retirement planning. His knowledge about financial planing and wealth growth is outstanding. I am very impressed to see how much we have accomplished in such a short period of time and wish I had known him sooner. I highly recommend his service to people who want to succeed and reach their financial goals.

Dec 15, 2020

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Review from Google

Thumbtack Customer

Josh always has his door open, is extremely professional and is always there to answer any questions I have about the money I'm saving. He is there in the market downturns and he is there when the market is healthy. He is everything I'm looking for in a financial professional who has the reigns of my financial future.

Dec 8, 2020

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Review from Google

Thumbtack Customer

Josh is very knowledgeable, dedicated to his profession and sincerely cares about his clients. He regularly calls to check on his clients to make sure he addresses any questions and concerns they have. I truly trust his advice and highly recommend his service to anyone who is looking to start an investment and grow their wealth. Thanks Josh for your outstanding service!

Dec 15, 2020

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Review from Google

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