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Financial Planning

plan smarter.

Personalized
plans

We believe a financial plan should address more than just finances. We develop tailored solutions that help you create the life you want to live.

Defined
process

Our team has developed a process that can help you achieve your goals and objectives.

More
freedom

We believe there’s freedom in knowing you’re on the right track. We aim to give you that freedom through the magic of financial planning.

 

OUR PROCESS

The 360Blue approach blends your personal input with our sound advice to develop an effective and efficient financial plan.

 

STEP 1

 
 

Get to know each other

First, we meet with you to get a better understanding of your financial picture. We review your finances, but also spend time talking about your hopes, dreams and ambitions. After our initial meeting, we analyze your situation and start to build a plan that fits your priorities and your resources.

introductory meeting image
“

Planning your finances is a life choice. And the most successful plans come when you have an advisor who’s as committed as you are to achieving your financial goals.

–

Iris Sagrado

Managing Partner

 
 

STEP 2

 
 

Create a personalized financial plan

We present your unique financial plan, giving you recommendations to help you make informed decisions. We share a “hot list” of actions you can take immediately. And we talk about different scenarios and life changes that may impact your cash flow and net worth. For example:

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If you want to get married…

We’ll talk about what happens when you merge your finances.

increase spending illustration

If you want to increase your monthly spending…

We’ll explain the impact on your long-term wealth.

buy a house illustration

If you’re looking to buy a house…

We’ll help you plan for a down payment.

retirment illustration

If you’re planning for retirement…

We’ll create a strategy to help make your money last.

 

In short, we’ll think about contingencies with you and build them into your plan as we start to implement and monitor our recommendations.

 
 
 

STEP 3

 
 

Choose a pricing plan

We offer a range of planning options based on each client’s financial picture. We pride ourselves on transparent needs-based pricing for our services.

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QUICKSTART

A financial plan that serves as a basis to making smart financial decisions.

BEST FOR:
Those who want to grow their wealth, secure assets and plan for the future.

$1,500
one-time
fee
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MORE

A more complete financial roadmap based on your personal goals.

BEST FOR:
Those who want to consider cash flow and spending strategies, college savings, retirement planning, tax planning and more.

$3,000
one-time
fee
three white blocks

EVEN MORE

An even more advanced financial plan for those with established wealth.

BEST FOR:
Those with more complex financial situations who might require advanced solutions.

$6,000
one-time
fee

A LA CARTE

$750

one-time fee

BEST FOR:

Those with a specific financial issue or questions about basic financial planning.

All Plans (except A La Carte) include:

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Personal financial website

A digital experience supported by our human insight and interpretation

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Financial blueprint

A simple overview of your financial picture and the strategies to meet your goals

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Financial education pieces

Ongoing education pieces posted on our client portal

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256-bit encrypted electronic vault

For storage of important financial documents

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Professional recommendations

Referrals for CPAs and estate planning attorneys, if needed

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To-do list

Tasks based on your financial plan

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Also interested in Investment Strategies? Ask about reduced fees for Financial Planning when you purchase both services.

 

Frequently Asked Questions

 
 

Why should I consider comprehensive financial planning?

In our experience, clients who have a financial plan notice a meaningful difference in their lives. Financial planning can give you clear purpose and direction. And having a planning relationship with an advisor may motivate you to better organize your finances and give you the confidence to make more informed life decisions.

How much effort does this take on my part?

The planning process definitely takes commitment on both our parts. We plan together with you as a team to help you reach your personal financial goals. The process entails multiple steps including goal setting, information gathering, strategy sessions, action plans and future update meetings.

How much does financial planning cost?

We take a customized, needs-based approach to your plan. The cost is based on the complexity of the planning needed to address your specific financial circumstances. Here is an overview of our financial planning packages.

Which financial planning package is the best fit for me?

It depends on your particular financial planning needs. A typical plan may include such areas as a monthly spending plan, debt management, college funding, retirement savings, risk management and estate planning. The easiest way to figure out which package you need is to speak with one of our advisors. We offer a complimentary Q & A meeting to help you learn more about financial planning.

What is the initial Q & A meeting?

This meeting is purely exploratory. It’s a relaxed, open conversation, designed to explain the planning process and answer any preliminary questions you may have. It’s also a no-cost, no-obligation way to determine if you need a plan and if we’re a good fit for each other.

Can I see a sample of a comprehensive plan or an ‘a la carte’ project?

Yes. You can request a sample anytime by sending an email to Iris@threesixtyblue.com.

Let’s talk about your financial future

Reach out and let’s discuss which level of financial planning is best for you.

Contact Us
collection of people collage

Let’s talk about your financial future

Reach out and let’s discuss which level of financial planning is best for you.

Contact Us
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630-318-7400 info@threesixtyblue.com 15 Spinning Wheel Road, Suite 211
Hinsdale, Illinois 60521
159 North Sangamon Street, Suite 200
Chicago, IL 60607

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This information is intended for use only by residents of  AZ, CA, CO, FL, IL, MI, MO, NV, OH, UT, VA, WI Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ, FL, IL, MI, OH, VA, WI.
 

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