About the firm
Get to know Logan and the firm.
Baxter Financial Planning, LLC is a Fulshear, Texas-based firm, founded by Logan Baxter.
Logan Baxter
Founder · Baxter Financial Planning, LLC
I want you to understand the advice you receive.
When one financial choice affects several others, it helps to work through the connections with someone who can explain the reasoning and the tradeoffs.
My professional background includes financial planning and client relationship work. The firm’s service model combines hourly consultations, financial plans for a standard, negotiable flat fee and ongoing investment management, so the engagement can reflect the support a household wants.
Some questions call for a focused review. Others need a connected plan or ongoing responsibility for a portfolio. The starting point is understanding the question and agreeing on the work.
Principles for the practice
Explain the reasoning
Make assumptions, tradeoffs and uncertainty understandable.
Define the responsibility
Be clear about scope, fees, implementation and follow-up.
Connect the pieces
Consider an investment decision in the context of the financial life it serves.
Let’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