CSI360™ Financial Health Check-up
Your Full Financial Picture. One Hour. Once a Year.
Taxes, investments, retirement, insurance, and estate planning — reviewed together, in a single focused conversation, by the team you already trust.
What is CSI360™?
One Team. One Strategy. Your Full Financial Picture.
CSI360™ is the annual meeting where the team you know and trust focuses entirely on you — your goals, your family, and where you stand today. We look at everything together, because everything is connected.
A new tax law affects your retirement timing. A market shift affects your estate. Missing one piece can cost your family for years. CSI360™ makes sure nothing gets missed — and it's included in your membership.
What you walk away with
A clear, organized roadmap of your finances — personalized, prioritized, and walked through with your team.
Before We Begin
Does your financial life have gaps you don't even know about?
Most people are surprised when they find out the answer is yes. A tax change quietly affects your retirement. An outdated estate plan leaves your family exposed. A coverage gap goes unnoticed for years. One conversation can change that.
Schedule my CSI360™ — it's freeWhat CSI360™ Covers
Six areas. One conversation. Nothing missed.
Everything in your financial life is connected. We review all six together so no single change falls through the cracks.
Ready to review all six areas with your team?
Your CSI360™ is already included in your membership. It takes 2 minutes to request.
Schedule my CSI360™ — it's free
The CSI Group Team
The team you know, working together for you.
Our CPAs, CFPs, IRS Enrolled Agents, and Certified Estate Planners don't just work in the same building — they collaborate on your plan. CSI360™ is where that collaboration becomes visible to you.
Questions We Answer
The questions that keep families up at night — we answer them.
Every CSI360™ is built around the real questions our members bring us. You leave with answers, not homework.
These are the questions your CSI360™ answers.
Schedule your annual review and leave with real answers — not homework.
Request my CSI360™ — it's free
Your CSI360™ Report
A clear roadmap. Not a stack of jargon.
You leave your CSI360™ with a full, personalized financial plan covering every major area of your financial life. Your health score in each category. Strengths called out. Gaps identified. And a specific set of prioritized next steps built around your unique situation.
We'll walk you through every recommendation and tell you exactly what it means for you. Our job is to identify the path forward — not push you down it. The next steps are yours to take at your own pace, and your team will be ready when you are.
Request my CSI360™"We consider each client as if he or she was our only client."
CSI Group — Guiding NJ & NY families for over 50 years
CSI360™ is how we make that promise real — once a year, for every member.
Request Your CSI360™
Your financial plan should keep up with your life.
Tax laws change. Families grow. Markets shift. Fill out the form below and your CSI Group team will reach out to schedule your annual review.
Included in your membership · No cost · Takes 2 minutesPrefer to call? 1-800-829-5297 · inquiry@csicpa.com