Managing money is hard.
We will help you make sense of your money and investments, so you can spend your time living, not worrying.
Managing money is hard.
We will help you make sense of your money and investments, so you can spend your time living, not worrying.
Bullogic Wealth Management
As fee-only advisors, we never accept commissions for products we recommend. Your needs are always our #1 priority. We will never be tempted to put you into financial products that are not right for you.
Fiduciary duty is the highest standard of care. Our advisors are legally and ethically required to act in your best interest. We will continually monitor your financial situation and adhere to best practices of conduct.
Not all financial planners are certified. We are. CFP® professionals are held to strict, ethical standards to ensure our financial planning recommendations are in your best interest. You will receive the highest standard of care.
Your financial plan begins with you. We will organize your financial situation, understand your values, and set priorities unique to you. From this shared understanding we can work together to achieve your goals.
Our Process
Let’s start your plan with what brought you into our office in the first place. Do you have goals you need a clear-cut plan and action items for? Maybe you were facing some financial questions that didn’t have easy answers so you need some guidance. Or, maybe you are just stressed about your finances and need some clarity.
No matter what brought you into our office, that is our primary focus. Let’s answer your questions, give you a plan, and help you sleep better at night.
Once your plan is in place and we are both working towards your goals, we will turn our focus to other areas of your finances. Every month we will target a different area (cash flow, debt, tax planning, insurance, net worth review, etc.) of your finances so we can make improvements to your overall financial wellbeing.
At the end of the month you will receive a report with our analysis, your score, peer score, and action items to make improvements in that area.
We work with our clients on a comprehensive and ongoing basis. It is important to us that you are working towards your goals and the improvement of your financial wellbeing. At a minimum, we meet with clients twice a year; April and October. This allows us to make sure everyone is still on track, give the next steps, and make changes as your life changes.
We are here for you whenever you need us. Our phone, email, and office are always open. If you need to schedule more meetings during the year, we welcome it.
View our Sample Monthly Financial Reports
Cash Flow Summary
Credit Report Summary
Savings Summary
Real Estate Summary
Debt Summary
Insurance Summary
Tax Planning Summary
Net Worth Summary
We are here to help you improve what’s working in your finances, fix what isn’t, and make sure you reach your goals.
Pay Down Debt
Fund Retirement Accounts
Short-Term Goals
Investment Management
Implement Tax Saving Strategies
Insurance & Estate Planning
Maximize your social security benefits
Staying on track with financial accountability
Planning for retired health-care expenses
Business exit strategies
Proper distribution of employee stock options and pensions
Ensure adequate coverage through life-insurance
Deciding on renting or buying a house
Managing your inheritance
Helping you build a health savings account
Paying down credit card debt
Establish appropriate emergency fund
Make sure you reach retirement goals
Minimize your taxes
Proper selection and funding of an IRA/Roth IRA
Limiting your exposure to self-employment risks
Deciding on buying or leasing automobiles
Helping you merge finances for marriage
Educating you on various financial topics
Determine how much you can spend during retirement
Maximize your student loan repayment
Analyze your risk tolerance to maximize investment returns
Save for secondary school and college for kids and grandkids
Achieve short-term goals (vacations, houses, weddings)
Charitable planning
Secure proper coverage in health and disability
Rebalance your portfolio for proper allocation
Allocate your assets through estate planning
Our fees are designed to be reasonable and to grow as you grow. We calculate a yearly fee once every two years and break it down to a monthly retainer. We start our fee structure as 1% of last year’s net income plus 0.5% of investable assets. Use this calculator to estimate your monthly retainer.
If your finances are causing you stress, you owe yourself Bullogic Wealth Management
Take the first step and schedule your discovery call today.
Free 30-Minute Phone Call
No-Pressure Phone Call
Answers to Your Questions
Why do you charge a monthly retainer?
What happens if I can't make every meeting?
Do you have an example fee?
If you and your spouse have a combined net income of $150,000 a year, plus retirement accounts of $50,000, your monthly fee would be $145. 1% of net income is $1,500 plus 0.5% of investable assets, $250. We take the $1,750 and divide it by 12 to get your monthly fee.