

most climbs begin and end at base camp.
Your investor 360 website can be the digital "base camp" for your financial life.
investor360 Overview:
set up your personal financial website in 3 steps:

Step 1:
Register

Step 2:
Onboarding

Step 3:
Schedule
The Personal Financial Website has been designed to serve as the base camp for everything in your financial life.
Features:
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View all of your finances in one place
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Automatic daily account updates
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Ultra-secure connection
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Unlimited cloud storage
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Plus much more
Once approved, you will receive an email link to access your site. The on-boarding process will easily guide you step by step on
How to:
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Link your financial accounts
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Set budgets
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See spending habits (food, etc.)
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Access financial learning workshops
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Set goals and milestones
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Upload documents
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Connect other users (spouse, CPA, etc.)
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Plus much more
Now that your personal financial website is all set up. It's time to book your no-cost / no-obligation
consultation with Jordan Jones, RFC. In this introductory meeting you can expect to cover:
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In-depth review of your financial info
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Discuss your financial goals & objectives
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Creating an action plan to help get you on track
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Any other questions you may have..