Patrick Logue, CFP® Prudent Financial Planning LLC.

Contact this advisor

About Patrick Logue, CFP®

Patrick Logue offers Comprehensive Financial Planning services, with an emphasis on helping clients attain Financial Independence. Pat specializes in helping young professionals and families understand the effects of Student Loans and College Planning on their Retirement Plans, as well as planning for Endurance Athletes.

When he is not crunching numbers, you can find Pat coaching volleyball or training for his next triathlon. As a former Personal Trainer, Pat likens his approach to Finances with Triathlon Training. He currently serves as an adjunct professor in the CFP® Program at Boston University

He also realizes that Behaviors = Financial Outcomes and he works with clients to understand what motivates them.

Check out Prudent Financial Planning at https://www.prudentfinancialplan.com/.

Contact this advisor

Ideal Clients

  • Attorneys
  • Dentists
  • Endurance Athletes
  • Offers Free Assistance to Furloughed Government Workers
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo, $750+ upfront fee
  • Flat Fee: $500/engagement
  • Hourly Fee: $200+/ hr
  • AUM: starting at .50%

SEC Records

States Registered

  • Florida

Loading...