Review the whole portfolio
Look beyond individual account labels to understand overlapping holdings and economic exposure.
Portfolio planning
What Should the Wealth Outside Your Employer Do?
Retained company stock, cash, and other investments need to work together. We help connect the portfolio to financial goals and the risks already present in the household.
Free intro: 20 minutes to discuss your situation and fit. No advice or recommendations on this call.
In-house money management, connected to the plan.
369 Financial offers in-house money management alongside financial strategy development and planning. We discuss the appropriate scope and fees before an engagement begins.
Separate near-term and long-term needs
Consider when money may be needed and the risks appropriate to those obligations.
Define the investment policy
Evaluate allocation, liquidity, taxes, investment alternatives, and a process for reviewing changes.
Plan the transition
If a concentrated position is reduced, determine how proceeds and future contributions fit the overall strategy.
The decision belongs in context.
Diversification does not assure a profit or protect against loss. No allocation or investment approach guarantees a particular outcome.
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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