At Logos Financial we help you simplify, organize and optimize how you manage your money. We provide the most value to Business Owners and Real Estate Investors but we are built so that anyone can come and work with us. So what are you waiting for let's talk! 

Schedule a free Financial Assessment

  Get Educated about Money

  Optimize your money

  Maximize your financial options

  Minimize your taxes

  Build your business

  Grow your retirement income



Don't Need an Assessment? Schedule An Intro Call.

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Service Options


Starter Package 

                               $50 Monthly

  • Give you a process to help you manage your money so you can build wealth and stop feeling broke 


  • Receive you tools to organize your finances and track your progress


  • Schedule time to talk to CFP professional to answer your most important questions(Google may not be your friend)

Builder Package 

              $100/ Mo. Single; $150 / mo. Married

Everything in starter plus:

  • A customized financial action plan to achieve your top financial objectives       Sample review


  • Receive quarterly progress reports, schedule meetings as needed with an yearly plan update View


  • Access to have a professional invest your money

Collaborator Package

                        Starting at $400/ mo.


  • Retain a personal CFO to help you save time and guide you through your most important financial decisions


  • Hands-on strategies to help you grow your business and real estate portfolio View


  • Yearly tax plan for you to pay as little tax as legally required


                          Learn More

We solve for what is urgent.
We prioritize what is most important.
We keep track of what is needed.

7 Pillars of Planning


Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Debt Management


Debt can be a key to assist you in building your wealth or the thorn that prevents you from getting to your goals. It is important to manage how much debt you take on with the...


Tax Planning


It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a...


Cash Flow


Cash Flow is the lifeblood of your plan. How you allocate what comes in and what goes out is the best indicator of your future success. There are many ways to “budget” or...


Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Insurance Planning


Insurance is not the most fun topic but it plays a vital component of your financial plan and security. We don't sell products but we are here to advise you on the best...