Logos Financial is a financial planning firm committed to helping everyone better their financial lives. We have options for anyone but a specific expertise in helping business owners, retirees and real estate investors define and grow their income while saving on taxes.


  Get Educated about Money

  Optimize your money

  Maximize your financial options

  Minimize your taxes

  Build your business

  Grow your retirement income


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Service Options


Starter Package

$550 annually
($50 billed monthly)

An affordable way for you to get educated about money, organize your finances and monitor your financial health.

  • Mobile app for financial health monitoring
  • Schedule one-on-one meetings at designated times monthly with a CFP professional to get all your financial questions answered
  • Online financial education modules with credit monitoring
  • Quarterly progress reports
  • Access to financial planning content library

Builder Package

$1200 annually Single; $1800 Married
(Paid annually, quarterly or monthly)

Everything in starter plus:

  • Build out a customized financial action plan with a CFP professional that is tailored to your specific situation           Sample review
  • Planning Process View
  • Learn our $0 to FI process View
  • Built for anyone wanting world class advice without being sold a product
  • Plan update annually

Collaborator Package

(monthly, annual or via asset management fee)

Build a comprehensive and personalized financial plan for every area of your business and retirement . Service Calendar

                          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...