James E. Wilterdink

Hello and welcome! Thank you for taking time to review a little about me.

I’m Jim, president and founder of 360 Financial Planning Group. I started this firm because of my genuine passion for helping people reach their goals and find answers to common questions like, “Do I have enough?” or “Will I be okay if the market declines?” We’re an independent firm, not bound to specific investment products or big institution quotas and take great pride in being financial advisors. Our advice is tailored to helping you manage your goals.

With over two decades of experience, helping business owners and people just like you, craft personal strategies that are aligned with your unique goals and needs. I know, financial decisions can bring a mix of excitement and apprehension, often accompanied by a multitude of questions and critical choices, that many people are frankly just not prepared to answer. I can help you better understand these more complex concepts and provide the information necessary to answer many of these questions and then take proper action toward working toward your goals.

Over the years, I’ve been able to help clients just like you navigate many of the challenges in your financial journey. I’ve developed a process I call “Nexus”. Simply put, almost everything is connected or linked financially. This process gets to the heart of your goals, objectives and helps answer the tough questions. I have found that this approach, while maybe less common, when done properly and consistently, often leads to more successful planning results. For example, some of the more common questions and concerns:

• Am I saving enough to retire when I want?
• How am I going to transition from working and saving to retirement and taking income?
• Where do I begin? ...When receiving an inheritance or handling a loved one’s estate.
• Where do I begin? ...Family inheritance or handling loved ones estate.
• Am I taking too much investment risk and how do I navigate bear markets like 2008?
• How do I plan for the sale or exit of my business?
• I want to grow my business, but...!
• How can I offer a retirement plan for my small business employees?

These are just a few of the concerns many clients have had, feeling overwhelmed and ill prepared to answer or deal with. Let me give you confidence. I can help.

Beyond work, my wife Amy is a teacher. Our three children—Parkes, Charlie, and Piper—fill most of our free time. We share a passion for exploration and adventure, often camping, hiking, and visiting local and national parks. Personally, I find solace and inspiration on my off-road motorcycle, while continually working on my own personal and professional development.

Lastly, I’m committed to building trusted and enduring relationships that can help pave the way for your financial success. Reach out, anytime. I’d love to meet you and explore how I might be able to help.