Unconventional Money Guy | Joshua Krafchick

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Introduction

⚠️Disclaimer: Our initial consultation fee is 29.99, 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 29.99 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 46 times

Background checked

4 employees

4 years in business

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.

2023

2022

Featured Projects

7 photos

Reviews

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

Exceptional 5.0

63 reviews

5

98%

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2%

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Bertrand P.

Jan 17, 2024

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Hired on Thumbtack

I have been working with Joshua over the past few weeks and he has been excellent at breaking down my financial state and goals and giving me comprehensive tools to use in the future. We have been focusing our efforts on debt management, retirement, and investment. I was able to make an informed decision because his team provided me with the necessary resources. Their responsiveness and clear answers to my questions or concerns are also impressive. I highly recommend 369 Financial!

Personal Financial Planning

Morgan L.

May 19, 2023

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Hired on Thumbtack

Josh took time to understand our needs and was very informative and responsive. He answered all our questions, provided a detailed presentation of the actions we could take to resolve our tax issues and followed up on us as well. We look forward to working with him again in the future.

Personal Financial Planning

Jacob C.

Dec 21, 2022

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Hired on Thumbtack

I appreciated Josh's expertise helping me update my 401K selections and to optimize them for the long-term future. As a result, I have seen my 401k account grow in value. I did not know what allocations and specific mutual funds to select and Josh helped guide me through the process with ease. Thanks Josh!

Personal Financial Planning

Asia M.

Oct 6, 2022

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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

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Hired on Thumbtack

I’ve really enjoyed engaging with and learning from Josh the last several weeks. I had all my personal finance basis covered but need help with asset allocation. Josh configured a customer offering for me, assessed the mess of mutual funds and etfs I had inherited (from multiple roboadvisors that I had transferred to Fidelity), and laid out the strategy of having fewer strong positions that still offer diversification. He is also incredibly responsive and really goes above and beyond. No matter what your situation, I know Josh can help or offer the right direction. Highly recommend 👍

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

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