Unconventional Money Guy

Offers remote services

Discounts available

Offers remote services

Discounts available

contact for price

Zip code

Annual income

Responds in about 2 hours

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!

Overview

Current Top Pro

Hired 9 times

Serves Ponte Vedra Beach, FL

Background checked

4 employees

2 years in business

Payment methods

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

Social media

Facebook, Instagram

Currently a top pro

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

Current Top Pro

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 responsiveness, value, and professionalism.

Exceptional 5.0

15 reviews

5

100%

4

0%

3

0%

2

0%

1

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Read reviews that mention:

Mohammed A.

2 weeks ago

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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

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

Anna M.

May 16, 2022

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Hired on Thumbtack

Top notch expertise and advice. Flexible and supportive approach, easy to talk to and work with. Highly recommend!

Personal Financial Planning

Britney J.

May 7, 2022

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Hired on Thumbtack

Josh is so amazing and cannot wait to start our sessions together 💕

Personal Financial Planning

Thumbtack Customer

Dec 16, 2020

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From Google

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.

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