Why FP360

EVERYBODY NEEDS GUIDANCE WHEN THEY FIRST START OUT

EVERYBODY NEEDS GUIDANCE WHEN THEY FIRST START OUT

That's why we created FP360 just for you!

FP360 was created to help the little guy or gal just starting out.  Who takes the time to help someone just needing some basic advice and direction on how to get somewhere in life with their hard-earned money? Our experience has been that making the wrong decisions early (being sold products like whole life insurance or annuities) or waiting to invest because of feelings of not having "enough" are the ugly side of the advice world. Those with no one to educate them or a platform to make a start fall behind. That's why FP360 was created.  We are there to give you the start you have been looking for. Our clients are students, those trying to raise a family and save, and middle-aged folks who realize they are behind and need advice as retirement gets closer.

Traditional Financial
Advisors/Insurance Folks

  Not interested in those starting out


  Use financial planning to sell products


  Fees tied to how much you invest


  Not a fiduciary who has to put your interest first


  Proprietary expensive investments

FP360


  Designed exclusively for those just starting out


  Uses financial planning as a lifelong road map that's in your control


  Flat fee for planning.  Flat fee for investing.  Simple.


  Always a fiduciary.  Always your own CFP® Professional.


  Inexpensive index funds/etfs

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