How It Works
Step One
Complete your online profile and Select your plan
Step Two
Discuss where you are today, your problem areas, and where you would like to be.
Step Three
Complete your Financial To Do List/Information Gathering Requirements.
Step Four
Get your customized 360 Plan
Step Five
Let us Help your stay on track.
At 360 Lifetime, we show our clients how change their financial life using a holistic, yet simple approach.
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FINANCIAL CHECKUP
- Gain Clarity
- Unbiased advice
- No obligation
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Free
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360 BUDGET STARTER
- Reduce Debt
- Start Saving & Avoid Overspending
- Spending Analysis & Assessment
- Smarter Money Decisions
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$129.99
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360 LIFE CHANGER
- Budget & Savings
- Taxes & Investing
- Debt Management Plan
- Credit & Life Insurance
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1% of Gross income
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360 MONTHLY
- 1 hour monthly meeting
- Continuous updates based on changes in your life
- Unlimited email support
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$99
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