- HOME SERVICES
- PERSONAL SERVICES
- BUSINESS SERVICES
⚠️ Note: Our initial consultation carries a fee of $36.99, which is fully refundable after the meeting—no obligation to continue.
You may be wondering:
“Why would I pay for a consultation when others offer it for free?”
At 369 Financial, we take the planning process seriously—and believe your financial future deserves the same level of commitment from both sides.
We typically work with individuals and families who are:
Building careers and raising children
Navigating transitions like new jobs, inheritances, or retirement
Looking for guidance to make informed, confident decisions with their finances
They’re already successful in many areas of life—
but want a partner to help bring structure and clarity to their financial picture.
The $36.99 fee simply helps ensure we can dedicate the time and attention needed to understand your situation, explore your goals, and provide high-level guidance.
And if you don’t feel the meeting was valuable? We’ll refund it. No pressure. No pitch.
Our values are rooted in:
Growth – helping you move forward with confidence
Family – prioritizing what matters most in your life
Philanthropy – using money as a tool for greater impact
If you're looking for financial guidance grounded in trust, transparency, and long-term thinking—let’s connect.
? Send a message or schedule a time to talk.
We’re here when you’re ready.
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