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Learn More About Our Process Below!

Our Process

Our process is designed to bring clarity and confidence to your financial life. We begin by understanding your goals, values, and current financial picture, then build a personalized plan tailored to your needs. We specialize in working with medical professionals including optometrists, attorneys, widows, and others navigating complex financial decisions.

As a fee only firm led by a CFP professional, we are held to a fiduciary standard to always act in your best interest. We provide guidance across key areas such as tax planning and student loans, where we have deep expertise, and continue to support you with ongoing advice and adjustments so you can stay on track toward your long term goals.

What to expect from our Financial Planning Process

STEP 1: Initial Consultation (Free)

We meet for a free initial consultation to learn about your situation, goals, and financial needs. We also explain how we can help and determine together if our services are a good fit for you.

STEP 2: Gathering Information

We gather and organize all relevant financial information to build a complete picture of your current situation. Using tools like RightCapital and PreciseFP, we ensure every detail is captured accurately before creating and delivering your financial plan.

STEP 3: Creating Financial Plan

We analyze your information and develop a personalized financial plan tailored to your goals and priorities. This includes recommendations across key areas such as investments, tax strategies, student loans, retirement tracking, and budgeting, all designed to create a clear path forward.

STEP 4: Financial Plan Delivery

We meet with you to walk through your financial plan in detail, explaining the reasoning behind each recommendation. We answer your questions, gather your feedback, and collaborate with you to ensure the plan aligns with how you want to move forward.

STEP 5: Ongoing Financial Planning

We provide ongoing financial planning and support, meeting regularly based on your needs to track progress, monitor budgeting, and adjust your plan as life evolves. We help guide you through important decisions like buying or renting a home, moving, tax planning, purchasing a car, and more, because financial planning is not a one time event but involves continuous support and guidance.

Frequently Asked Questions

  • What makes us different is our commitment to truly putting your best interests first. Pat Logue is a fee-only Certified Financial Planner™ (CFP®), which means he operates under the highest fiduciary standard—always acting in your best interest.

    “Fee-only” means our firm is compensated solely through transparent fees paid by our clients. We do not earn commissions, sell financial products, or receive incentives from third parties. This eliminates conflicts of interest and allows us to provide objective, unbiased advice.

    Our focus is on building long-term relationships and delivering personalized guidance tailored to your goals—not pushing products. The result is advice you can trust, with clarity around how we’re paid and confidence that every recommendation is made with you in mind.

  • Financial planning is not just for the wealthy. It can benefit individuals and families at all stages of life and across all levels of net worth. Whether you are just starting your career, building momentum, or preparing for retirement, having a clear plan helps you make more informed decisions with your money.

    There is no one size fits all approach. Every plan we create is tailored to your specific goals, priorities, and circumstances. This can include budgeting and cash flow management, saving for major milestones, optimizing investments, planning for retirement, and preparing for life events along the way.

    Financial planning provides a structured roadmap to help you grow your net worth over time, stay organized, and feel confident about your future, no matter where you are starting.

  • You can start by booking a free initial consultation where you can ask any questions about what we do and how we can help you reach your goals. Once we ensure we are a good fit for you we can move further in the process.

  • We offer Ongoing Financial Planning, Student Loan analyses, and Hourly Financial Planning. To Learn More about what each of these services look like visit our “Services” page.