Unconventional Money Guy
Responds in about 2 hours
Maintain 6 feet of distance from customers
Wear masks during the job
Disinfect surfaces touched during the job
Customers rated this pro highly for professionalism, responsiveness, and value.
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- 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