Josh took the time to really get to know our financial situation and offered thoughtful, practical suggestions tailored to our needs. He helped us get back on track with paying down debt and identified ways to save more money, including through my solo private practice. We left feeling more confident and clear about our next steps. Highly recommend Josh!
Unconventional Money Guy | Joshua Krafchick
- 58 hires
- Based in Washington, DC
- 6 years in business
- 4 employees
- Responds in about 2 hours
- Background checked
About Unconventional Money Guy | Joshua Krafchick
⚠️ Note: Our initial consultation includes a $195 fee that is fully refundable after the meeting—with zero obligation to continue. The $195 fee helps ensure we can dedicate thoughtful, focused time to your situation. To keep our process fair and consistent, this applies to all new consultations. If you decide to continue working together afterward, the $195 is credited toward any future planning work or ongoing services. You may be wondering: “Why would I pay for a consultation when other advisors offer them for free?” At 369 Financial, we don’t run free “intro calls” that turn into sales pitches. Your time—and your financial decisions—deserve more than that. We treat this meeting as a true financial strategy session, not a quick chat. And we believe the process works best when both sides show up invested and committed. Who We Typically Work With 👨👩👧 Individuals and families 🏢 Business owners and entrepreneurs Especially people who are: 📈 Building careers, growing a business, or raising children 🔁 Navigating transitions like new jobs, inheritances, home purchases, or retirement 🔎 Seeking financial clarity, structure, and confidence 🎯 Already successful—but wanting a trusted expert to help elevate their planning Why the $195 Fee Exists The fee allows us to: 📝 Understand your situation in depth 💡 Identify opportunities and risks 📊 Provide high-level, personalized guidance —not deliver a one-size-fits-all pitch. Our Guarantee If you don’t feel the meeting delivered meaningful value, we refund the full amount. No pressure. No sales tactics. Our Values 🌱 Growth – helping you move forward with clarity and confidence 👨👩👧 Family – aligning financial decisions with what matters most 🤝 Philanthropy – using money as a tool for greater impact If you’re looking for financial guidance grounded in trust, transparency, and long-term thinking, we’re here when you’re ready. 📩 Send a message or request a time to meet.
Reviews
thanks to him, he made me better understand my finances and how to better work my money and my investments in the long run. Highly recommended!
Joshua is a knowledgeable advisor. As a diy guy, he helped me find the weak spots in our retirement plan. Thanks!
I was able to set financial priorities as a result of working with Josh
Joshua has been so helpful as a financial consultant. My husband and I were dealing with a very difficult financial loss and Joshua was available for us. He was kind, professional and I would highly recommend him with any financial needs you may have.
Really happy that I found Josh on here. Josh got back to my initial inquiry quickly and we were able to chat on the phone to talk through exactly what I was looking for. Josh was responsive, friendly, and very clear on timelines and deliverables (which is very appreciated!). Ultimately, Josh provided me with exactly what I was looking for, in addition to some additional things for me to think about in regard to my situation. I very much appreciate Josh‘s expertise and would absolutely work with him again in the future.
I have been working with Joshua over the past few weeks and he has been excellent at breaking down my financial state and goals and giving me comprehensive tools to use in the future. We have been focusing our efforts on debt management, retirement, and investment. I was able to make an informed decision because his team provided me with the necessary resources. Their responsiveness and clear answers to my questions or concerns are also impressive. I highly recommend 369 Financial!
Josh was really helpful and provided awesome service.
Josh took time to understand our needs and was very informative and responsive. He answered all our questions, provided a detailed presentation of the actions we could take to resolve our tax issues and followed up on us as well. We look forward to working with him again in the future.
Was a great experience! Listened to my issues and gave me great options . Great advice and will utilize in the future
Services
Unconventional Money Guy | Joshua Krafchick★ 4.9
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