Define the commitments
Map household spending, planned purchases, debt obligations, and the timing of major cash needs.
Cash-runway planning
Give Your Next Chapter a Cash Plan.
A brokerage balance and a usable cash runway are different things. Connect a career change, home purchase, sabbatical, or other goal to the resources available to fund it.
Free intro: 20 minutes to discuss your situation and fit. No advice or recommendations on this call.
What we review.
Identify accessible resources
Distinguish available cash and liquid investments from future compensation or holdings with sale restrictions.
Compare funding choices
Evaluate the tradeoffs of using cash, selling shares, or exploring financing with a lender where appropriate.
Account for the downside
Consider changing income, a stock decline, unexpected costs, and how much flexibility remains under different conditions.
The decision belongs in context.
Asset-based financing may have collateral requirements and expose you to additional losses or forced sales if collateral values fall. Lender terms and eligibility vary; borrowing is not a substitute for reviewing concentration risk.
Start with a conversation. Then define the work.
01 / Free Intro Call
A 20-minute introduction to understand what brought you here and whether our approach fits. No financial advice or recommendations are provided.
02 / Tech Equity Review Session — $195
A 30-minute session to discuss the strategy your situation may require and map the priorities, information, and next steps for building it. We discuss the roadmap together, and you receive it in writing after the session.
369 Financial, LLC is a registered investment adviser. Registration does not imply a particular level of skill or training. Website content is informational and is not individualized investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Tax and legal matters should be reviewed with appropriately qualified professionals. Use of this website or booking a meeting does not by itself establish an advisory relationship.
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