About Us

360 Financial Planning, LLC is a full service, comprehensive planning firm specializing in the facilitation of financial solutions for the injured and catastrophically injured. Our in-depth knowledge of the products and tools available to settlement recipients, paired with our processes and methods derived from traditional financial planning, allows us to develop plans that better meet our client’s unique needs and objectives – no matter what they may be.

The team at 360 Financial Planning, LLC has worked closely with some of the most respected plaintiff attorneys in the country and consistently prove ourselves as a valuable resource and a devoted advocate to the plaintiff community.

We also recognize the value of collaborative planning and firmly believe that our clients are better served by joining forces with experts in fields outside of ours when necessary. We regularly work in partnership with CPAs, life care planners, estate attorneys, bankers, and various insurance providers to ensure that our clients are given the very best service and advice in every field. By doing so, the injured plaintiff receives a truly 360 degree plan.

A Customized Approach

Client meetings with a 360 Financial Planner will never involve a sales pitch or product push. We’re there to listen to the client’s concerns, to understand their challenges, and to discover the best way to get from where they are, to where they want to be, and how to stay there - for life.

Mission

At 360 Financial Planning, LLC, our mission is simple. We provide comprehensive financial planning and support services that best meet the needs of individuals and their attorneys in relation to the settlement process. We are committed to enabling our clients to be prepared for the expected, protected from the unexpected, and equipped to face their unique challenges.

The Plaintiff Team of Financial Planning Experts

After negotiating an excellent result for your clients, the pressures of litigation finally come to an end, but it is at this time that your clients have to make one the most important financial decisions of their lives: how to receive their settlement and what to do with it.

Before determining financial vehicles, especially those that are permanent and irreversible, we make every effort to understand your client’s goals and objectives. In addition, our planning process is specifically designed to recognize and prepare for the future financial needs of a settlement recipient.

By utilizing our settlement and planning strategies, your clients will have the ability to let things settle down, meet with trusted advisors, and develop a well thought-out plan. Giving your clients this opportunity will greatly increase their chances of financial success and your reputation as a true advocate.