360 Financial

10/14/2026

Why should you choose a fiduciary financial advisor? This video covers three key reasons in under two minutes:

What are you looking for in a financial advisor? And why should yo...

10/13/2026

Who’s joining us on October 24? 🙋 👻

The Boo Bash Dash brings pre and post-race festivities to Downtown Wayzata, including the Pumpkin Derby. Stop by 360 Financial for treats, face painting (new this year!), and Halloween inflatables.
https://www.360financial.net/post/boo-bash-dash-2026

10/08/2026

You might have a general idea of when you want to retire. It’s harder to know how close you actually are...
Take our short retirement planning quiz to find out where you stand, then use our retirement planning guide to help you decide what to do next: https://na2.hubs.ly/H07ZFz50

The goal isn't just knowing how close you are. It's knowing what that means for your plan.

10/05/2026

Q4 is here, and suddenly the end of the year doesn’t feel so far away. 📆

Tax planning, charitable giving, and retirement contributions are all worth a closer look before the calendar gets too far ahead. You don’t need to tackle everything at once. Start by knowing where things stand.

Schedule a 15-minute call → https://na2.hubs.ly/H07VzJV0

10/02/2026

October is National Financial Planning Month.
Which might make you wonder, why does financial planning need its own month? 🤔

Because there is a lot to think about, and it is easy to put the bigger picture on the back burner. When to retire, how much to save, how to manage taxes, what happens to your assets, and whether your money is set up to support the life you want.

October is a good reminder to take a closer look and make sure you have a plan for what comes next: https://na2.hubs.ly/H07ZFph0

09/30/2026

Today we’re celebrating Amy! 🎂 💐 We hope you have a wonderful birthday and get some time to enjoy the day. Cheers to another great year!

09/25/2026

Mark your calendars for the Wayzata Boo Bash Dash: Oct. 24th, 2026 🎃 🍭

We’re back as the presenting sponsor this year, and we’re already looking forward to a fun day in Wayzata. You can sign up now if you want to run, or just come out and enjoy the festivities: https://na2.hubs.ly/H07-vHB0

Stop by 360 Financial for face painting, Halloween inflatables (awesome for photos), goodie bags, and more. We’ll see you there!

09/24/2026

Happy birthday, Michael! 🎈
We are so grateful to have you on the 360 team. We hope you get some time today to do what you love and celebrate!

09/22/2026

By the time fall officially arrives, school is back, schedules are set, and summer already feels like a while ago. 🍁🍂:

It’s a good time to get back to the things that may have been on the back burner... including your financial plan.

If it’s been a while since you’ve reviewed where things stand, fall can be a good time to take another look: https://na2.hubs.ly/H07JV040

09/17/2026

We treat your business and your personal wealth as one conversation, not two separate files. Decisions on either side get made with the other in mind.
See how: https://na2.hubs.ly/H07Hv0R0