Foundations
Your future starts with a plan
Know your number. Build your plan. Retire.
See When & How You Can Retire — on YOUR terms.
Get STARTed NOW FOR JUST $499
Is Your Retirement Plan Ready for Today’s Economic Rollercoaster?
Inflation is soaring, markets are unpredictable, and healthcare costs keep climbing. Retirement planning can feel overwhelming, especially if you’re trying to piece it together on your own or relying on outdated advice.
Most financial advice is either too generic or overly complicated. You deserve a straightforward plan tailored specifically for your unique goals—without costly advisory fees or confusing jargon.
That’s exactly why we created our “Foundations” DIY Planning Program.
It’s your simple, step-by-step blueprint to build a comprehensive retirement plan—covering cash flow, taxes, Social Security timing, and withdrawal strategies.
You’ll gain clarity, confidence, and have the information necessary to take control of your financial future.
Here’s Exactly What You Get:
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12 months Online access to the same Financial Planning software our CFP team uses to craft comprehensive plans.
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A Step-by-step process will help you simplify and organize your entire financial life.
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12 months online access to tools like:
Asset Allocation analysis and target models.
Risk Tolerance investor profile
Social Security Optimizer determine when to take your benefits and your brake even date.
Tax Planning of account distribution order and timing
Play Zone hypotheticals and What-if scenarios
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Connect and integrate your bank accounts and investment accounts for automatic updates and tracking in one convenient location.
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12 months Access to Exclusive Planning Resources to keep you informed and empowered.
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Two one-on-one 30-Minute Strategy Calls with a professional advisor to jumpstart or refine your journey.
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Guarantee; within the first 90 days, If it’s not the tool for you, call or email us and we’ll provide you a full refund.
*This offer does not guarantee investment performance or results and is solely a customer service gesture. All investing involves risk including loss of principal. Personal Results will vary.
Ready to retire with confidence?
Join the Foundations Planning Program today and start shaping your financial future—on your terms.
The result. A clear plan uniquely yours. Information that builds more confidence and peace-of-mind for Retirement.
The projections or other information generated by eMoney and or Money Guide Pro regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. eMoney and Money Guide Pro are members of LPL’s vendor affinity program and are in no way affiliated with LPL
START NOW FOR JUST $499
Traditional Planning too expensive? or
is your situation more straight forward?
That’s Why We Built The Foundations DIY Plan
A bold, modern interactive platform that gives you the tools to build your own personal financial plan step by step— confidently and without guesswork.
Key components and tools of our Foundations Program
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Financial Independence – Know how much you need to retire, “Your Number”.
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Early Exit – Build your roadmap to early retirement with savings milestones and timelines.
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Retire Smart Blueprint – Build and simulate your personalized retirement plan and portfolio.
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Uncover Potential Savings – Discover money in your budget to allocate to your portfolio.
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Confidence – Model portfolio risk and diversification in your plan.
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Retirement Risk Analysis – Stress-test your plan against what-if threats like inflation.
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Healthcare – Plan ahead for healthcare costs and emergencies.
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Confidence Score Tracker – Real-time readiness score.
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Tax-Smart Portfolio – Discover strategies that seek to grow your portfolio and reduce taxes.
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Advisor Access Pass – For 1-on-1 expert check-in when you need extra eyes. (up to 2 times per year)
Foundations Plan
Today – $499/year or 10 payments of only $59/month
Total Value: $1,900+
Hidden Risks That Could Derail Your Retirement
Don’t wait until it’s too late.
See When & How You Can Retire —
on YOUR terms.
Too many plans fail because they ignore:
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Inflation that quietly erodes your savings
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Market volatility that derails your timeline
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Social Security mistakes that cost you thousands
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Taxes that eat away more than you planned
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Advising Families for Over 2 Decades
20+ Years in Financial Services: Retirement, Investment, Insurance & Wealth Planning
Personalized, not cookie-cutter — real planning for real people
Turn Uncertainty Into a Strategy.
Click below to get started — and know your number today.
Frequently Asked Questions
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I don't know where to start
It’s important for individuals to choose the option that best fits their current needs and goals. The Foundations DIY Offer is ideal for those who are just starting out and might need a straightforward perspective. But also those that want to manage the plan themselves. The Freedom Plan can be more beneficial for those looking for tailored guidance. Scheduling a free call is an excellent way to clarify any doubts and determine the best path forward. It’s always wise to take the time to understand one’s financial situation before making decisions.
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Why 360 Financial Planning Group?
One of the significant advantages of working with 360 FPG is our plan independence. The Foundation Plan and The Freedom Plan are stand-alone comprehensive financial plans, meaning that our intent is not to push any specific investment products or services. You can take our tailored recommendations and implement them with any financial institution or investment platform of your choice. This ensures that you have the flexibility to manage and implement your financial strategy without feeling obligated to engage with our investment advisory services.
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When should I start planning?
It’s understandable to feel hesitant about starting a financial plan, especially when life seems busy or uncertain. However, it's important to recognize that financial planning is not just about the numbers—it's about preparing for your future and making the most of the opportunities ahead. Many of our clients have expressed regret about delaying their financial plans, realizing that even a small delay can mean missing out on significant strategies that could have a lasting impact on their financial well-being.
By taking action now, we can explore options tailored to your unique goals, whether that’s retirement planning, investment strategies, or risk management. Starting today means you can benefit from proactive planning rather than reactive solutions. Let’s work together to ensure that you’re not just meeting your financial goals but exceeding them. The sooner we start, the more time we have to implement effective strategies that can truly make a difference. Don't wait for the "perfect" moment—let's take this important step forward together!
PHONE
515-966-9333
ADDRESS
11888 SE 64th Ave
Runnells, Iowa 50237
SERVICES
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
James Wilterdink is a registered representative with, and securities and investment advice offered through LPL Financial: Member FINRA/SIPC, a registered investment advisor.
360 Financial Planning Group LLC is a separate entity from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CO, FL, IA, IL, MN, NC, NE, OR, TX, UT, WI
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
James Wilterdink is a registered representative with, and securities and investment advice offered through LPL Financial: Member FINRA/SIPC, a registered investment advisor.
360 Financial Planning Group LLC is a separate entity from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CO, FL, IA, IL, MN, NC, NE, OR, TX, UT, WI
