Kyle at the Mt Cotopaxi basecamp in the Andes Mountains in Ecuador
Our Approach
320 Life does not have custody or discretion of your finances. This reduces our overhead allowing us to reduce what we charge you. We recommend 1-2 meetings per year via video. Your first year typically takes the most time as we develop and identify your financial plan.
Subsequent years generally take less time and thus cost you less. Milestone years such as a new career, marriage, having kids, and your first year of retirement, among other milestones both positive or negative, may take more time but it is well worth it in order to stay on the right path.
Our Philosophy
320 Life does not charge AUM, commissions, or any other type of sales. We are concerned about helping you develop a comprehensive plan to help you meet your goals.
We will help you create a comprehensive financial plan that will go beyond monetary value and returns, and instead focus on what really matters; helping you get the most out of your one and only life.
We seek to find that elusive balance between proper investment management, risk management (insurance), estate planning, budgeting, and recreation so that you can confidently enjoy your life free from worrying about your finances even in the tough times.
Every client as a unique circumstance and thus requires a unique approach. Our clients investment portfolios are not essentially the same. We aim to create the best portfolio balance for your personal situation.
Kyle with family touring Washington D.C and the US Capital building!