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Behaviors = Financial Outcomes
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Professional: Patrick Logue, CFP® professional, is a fee-only Financial Advisor and founder of Prudent Financial Planning LLC. He specializes in College Planning, Student Loans, and Retirement Planning. Pat is a member of the National College Advocacy Group (NCAG), Fee-Only Network (FON), XY Planning Network (XYPN) and National Association of Personal Financial Advisors (NAPFA). With 20 years of experience in financial services, he is intimately familiar with Student Loan Planning, College Planning, Investments, Tax Planning, Retirement, and Charitable Giving Strategies.
Personal: Pat enjoys competing in endurance sports. He has competed in numerous 5k's, 10k's, half-marathons, 2 marathons, dozens of triathlons from Sprint distance up to Half-Ironman, completed 2 Tough Mudders, 1 Muddy Buddy, a 60-mile running relay race, a 150-mile bike trek, Cycling Criteriums, and more. In addition to training for races, Pat enjoys hiking, running, biking, swimming, coaching, and spending time with his wife, Erin, and their 2 children.
Pat is a fee-only Financial Planner who does not earn commissions nor sell products. Here is a list of his services and fees.
Comprehensive Financial Planning - Initial fee for creating Comprehensive Financial Plan is $750 (due upfront) plus monthly retainer fee based on Net Worth. For example, if a client has a Net Worth of $500,000, their initial fee would be $750 with a monthly fee of $208. A client worth $1,000,000 would pay an initial fee of $750 with a monthly fee of $417. No long-term contracts (you can cancel anytime with 30 days written notice.) *minimum monthly fee of $150.
Hourly Financial Planning - $200/hour. You pick the area of focus. We will gather the necessary information and get to work for you.
Young Professionals - You pick 3 areas of focus. We will meet once per month for 6 months. The billing for this plan is $0.00 upfront and $200/month for 6-months.
Fixed Fee - Project Based Financial Planning can also be offered on a fixed fee basis. The fixed fee will be agreed upon before the start of any work. The fixed fee can typically range between $499.00 and $2,999.00 depending on the scope of the project.