At 361 Financial Planning, we are committed to helping our clients achieve their financial goals by aligning their financial choices with their core values and ambitions. Our approach ensures your entire financial house is in order and maintained effectively, fostering a “10” level of confidence that you can weather any changes in the markets, the economy, or the world with a robust plan in place.
Our Value Promise
We promise to:
- Align your financial choices with your most important goals and deeply held values.
- Organize and maintain your entire financial house.
- Ensure you have utmost confidence in your financial plan, regardless of external conditions.
Transparent Fee Structure
No Sales and No Commissions:
361 Financial Planning operates as a fee-only Registered Investment Advisor. We do not sell products for a commission. If your planning reveals a need for specific financial products, we recommend the most cost-effective solutions and providers, always prioritizing your best interests as your fiduciary.
No Minimums for Financial Planning:
We believe financial planning should be accessible to everyone. There are no minimum account balances required to begin working with us. You are free to manage your accounts wherever you choose, whether with us or another provider.
Investment Management Account Minimum – $500,000:
We offer institutional-quality money management, providing you with the expertise and experience reserved for the world’s largest institutions.
Flexible Fee Policy:
Our fees are structured to suit your needs, with options for a flat annual or quarterly fee. Our comprehensive planning fee varies based on the client’s gross annual income, and we also offer flat-fee, by-the-project options. The initial consultation fee is $150, providing valuable advice and direction for your financial concerns.
Contact Our Financial Planning Attorney in Walnut Creek, CA
Explore how 361 Financial Planning can transform your financial life in Walnut Creek. Contact us today for a detailed consultation and start building a future where your finances and values align seamlessly.