Perspective for your financial life
Financial planning for
the decisions ahead.
Whether you have a specific question, want a financial plan or need someone to manage your investments, the first step is understanding what you want to accomplish.
What would you like
to make clearer?
Built around your decisions
Choose the help that fits your situation.
Get a second perspective on a decision, bring your finances together in a written plan, or put the day-to-day management of your investments in experienced hands.
Focused consultation
Work through a defined question, review your accounts or test an assumption. A concise written summary makes the next steps clear.
Explore hourly planning02 / Comprehensive planningComprehensive planning
Purchase a written financial plan that brings retirement, cash flow, taxes, insurance, estate coordination and investments together, for a standard flat fee that can be negotiated.
Explore the financial plan03 / Investment managementInvestment management
Portfolio implementation, monitoring and rebalancing through an independent custodian, with a defined planning service.
Explore investment managementHourly consultations and flat-fee financial plans do not require transferring assets.
Explore a question before we talk.
The guides explain common planning questions and the information that helps answer them. Use them to prepare for a conversation or to learn more about an area you want to understand.
Explore the learning centerFrom a question to a plan
Here’s how we work together.
See the full processDefine the decision
Start with your goals, what has changed and the questions that matter.
Connect the details
Agree on the scope, examine assumptions and consider the tradeoffs together.
Put direction into practice
Receive written next steps and a clear understanding of who does what.
Meet the founder
Why I founded
this practice.
I’m Logan Baxter. I founded Baxter Financial Planning to give you a place to ask questions, understand the reasoning behind the advice and decide how much help you want with putting it into practice.
The service model includes focused consultations, comprehensive planning and ongoing investment management. You do not need to enroll in management to purchase a plan or receive hourly advice.
More about Logan & the firmThe learning center
Read about the questions you’re considering.
Browse all guidesWhat can a one-time financial checkup tell you?
A focused review can clarify a decision without turning every question into a full financial plan.
Read the guidePlanning or investment management: what help do you need?
Separate the decisions you want help making from the work you want someone to carry out.
Read the guideLet’s talk about the help you need.
An introductory meeting is a chance to discuss your questions, understand the services and decide whether working together makes sense.
Schedule an introductory meeting