Our Process

At THREESIXTY Wealth & Financial Management, our initial contact is truly just "a chat".  That is because our main goal is to get to know you - your values, principals and goals.  A successful first contact results in a clear understanding of what you want, need and expect from a Financial Advisor. This discussion serves as way to determine if we are a mutually good fit, as this is essential to a strong working relationship.

Welcome to the THREESIXTY Family! Once we have estabilished that you have chosen to work with us, we want to clearly define your goals and make a plan for how to work toward achieving them.  This includes a thorough discussion about your current finances, your lifestyle objectives and assessing your risk tolerance. This information will steer recommendations of what services would best fit your needs. 

At this stage we work toward an agreement on the financial planning strategies we will be implementing. This "game plan" will include the areas of financial planning that make sense for the client to pursue and a timeline for each step. This might include investment management, tax planning, estate planning, risk management and any other personal objectives. If new accounts will be established, we will make the paperwork and submission process as simple and straightforward as possible. Your gameplan may include coordinating with other professionals on your team such as tax or legal advisors. Overall, we work to make this process as easy and stress-free as possible.

Our work together doesn’t end once a plan is in place. Life changes—and your financial plan should grow with you. As your goals, priorities, or comfort with risk evolve, we stay connected and adjust your strategy so it always reflects where you are and where you’re headed.  From the beginning, we focus on clear communication and shared expectations. That foundation helps us understand when a shift in approach may benefit you.  Our commitment is long-term. We’re here to support you through every chapter—career moves, growing families, college and retirement planning, caring for loved ones, charitable goals, health changes, and more.

We’re honored to be part of your journey and grateful you’ve chosen to trust us along the way.