Unconventional Money Guy | Joshua Krafchick

Top Pro

Contact for price

Select a service

Zip code

Annual income

Service type

Career stage

37 recent inquiries • Responds in about 22 min

Thumbtack Guarantee

If you hire this pro, you’re covered by a money-back guarantee. Learn more

Introduction

⚠️Disclaimer: Our initial consultation fee is 36.99, which is 100% refundable. 🤔 You may be wondering why we charge a fee for our initial consultation when other financial advisers offer free consultations. The answer is simple: we value our time, and we believe that quality financial advice is worth paying for. At 3️⃣6️⃣9️⃣ Financial, we pride ourselves on providing personalized and effective financial advice to our clients. We take the time to understand your unique needs, lifestyle, and strengths, and tailor our advice accordingly. We don't believe in a one-size-fits-all approach, and we won't waste your time with generic advice. 💰 Our initial consultation fee of 36.99 is a small investment that can pay off in a big way. It allows us to dedicate the time and resources needed to provide you with quality advice that is tailored to your needs. And the best part? The fee is 100% refundable, so there's no risk to you. 🙌 Don't settle for generic financial advice that doesn't take your unique situation into account. Invest in yourself and your financial future with 3️⃣6️⃣9️⃣ Financial. 💪💸💰 So why wait? 🤝 Send me a connection request right now and let's start a conversation about how we can help you achieve your financial goals. 📈💰👍

Overview

Current Top Pro

Hired 48 times

Serves Washington, DC

Background checked

4 employees

5 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, PayPal, Square cash app, Stripe, Venmo, and Zelle.

Social media

Facebook, Instagram

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2024

2023

2022

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

64 reviews

5

98%

4

0%

3

2%

2

0%

1

0%

Read reviews that mention:

Kate J.

4 weeks ago

·

Hired on Thumbtack

Really happy that I found Josh on here. Josh got back to my initial inquiry quickly and we were able to chat on the phone to talk through exactly what I was looking for. Josh was responsive, friendly, and very clear on timelines and deliverables (which is very appreciated!). Ultimately, Josh provided me with exactly what I was looking for, in addition to some additional things for me to think about in regard to my situation. I very much appreciate Josh‘s expertise and would absolutely work with him again in the future.

Personal Financial Planning

Bertrand P.

Jan 17, 2024

·

Hired on Thumbtack

Personal Financial Planning

Asia M.

Oct 6, 2022

·

Hired on Thumbtack

Joshua did an excellent job explaining the plan for what I needed to do to get back on track with my finances. He was very organized and reassuring as well! Would definitely work with him again.

Personal Financial Planning

Sneha P.

Sep 2, 2022

·

Hired on Thumbtack

Personal Financial Planning

Mohammed A.

Jun 14, 2022

·

Hired on Thumbtack

Personal Financial Planning

Credentials

Background Check

Joshua Krafchick

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
369 Financial is a fee-only Registered Investment Advisor Firm. We will provide you with a people-oriented, effective, and alternative approach to money. Together, we will take a look at your needs, lifestyle, and strengths and teach you how to optimize your wealth.
What is your typical process for working with a new customer?
Investing: We use a combination of software and Life Cycle Investing, developed by Yale Professors, in order to create a customized investment strategy for you. Financial Coaching: Teaching you the tools and the support you need to manage your own finances and live your life the way you want to. Retirement Planning: Helping guide you so you’re able to live stress free in retirement and beyond.
What education and/or training do you have that relates to your work?
Bachelor of Science in Actuarial Science Financial Mathematics Enrolled Agent Chartered Retirement Planning Counselor

Unconventional Money Guy | Joshua Krafchick

FAQs

Related cost information

Popular in Washington

You might also like

In other nearby areas