

Unconventional Money Guy
Responds in about 2 hours
Current Top Pro
Hired 9 times
Serves Ponte Vedra Beach, FL
Background checked
4 employees
2 years in business
Cash, Check, Credit card, PayPal, Square cash app, Venmo, Zelle
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
Current Top Pro
Maintain 6 feet of distance from customers
Wear masks during the job
Disinfect surfaces touched during the job
5 photos
Customers rated this pro highly for responsiveness, value, and professionalism.
15 reviews
Read reviews that mention:
Hired on Thumbtack
Hired on Thumbtack
Hired on Thumbtack
Hired on Thumbtack
Hired on Thumbtack
Hired on Thumbtack
Hired on Thumbtack
Hired on Thumbtack
From Google
From Google
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