FIDUCIARY
Your interests before mine, because I have no incentive not to.
FEE ONLY
I only get paid directly from you; not on the back end from investment or insurance commissions.
INCLUDED INVESTMENT MANAGEMENT
No AUM fees clouding my objectivity.
FLAT FEE
One quote for services up front which is locked in for a year, no surprises.
WHY ME?
CFP® - CERTIFIED FINANCIAL PLANNER®
I've been a Certified Financial Planner® for 6 years now; and it takes three years of experience to get it. Almost a decade focusing on financial planning.
EA - ENROLLED AGENT
A physician's financial life is unique; a shorter-than-'normal' career timeline + high income = a lot of taxes. Managing your biggest expense (taxes) is of utmost importance. I've put a lot of training into learning the ins and outs, and how financial decisions will show up on your tax return.
RICP® - RETIREMENT INCOME CERTIFIED PROFESSIONAL®
I worked the first 5 years of my career with high-net-worth retirees; I know what successful retirement looks like, and how to get you there.
CSLP® - CERTIFIED STUDENT LOAN PROFESSIONAL®
Alongside a late start to your career due to training, you're also starting in the negative. I've given advice to hundreds of individuals and over $65mm of Federal student loan debt to guide you out of this debt.
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LOGAN MURRAY
CFP®, EA, RICP®, CSLP® CERTIFIED!
SERVICES
HOLISTIC FINANCIAL PLANNING
An informal one-year commitment, with the goal of building a long-term relationship.
What’s included: tax planning, investment management, cash flow planning, retirement planning, insurance planning, student loan advice, and more.
Cost: Starts at $400/month, with adjustments based on your unique situation (like self-employment, family setup, income level, etc.)
TAX RETURN
REVIEW
Curious if your tax preparer, or you, missed something on your return? Let's find out.
What's included: up to a 30-minute Loom video walkthrough. I'll review your return and point out any tax planning tips I see.
Cost: $150 flat for the review. If an amendment is needed and you want me to handle it, I'll credit the $150 toward the amendment cost.
TAX
FILING
Need to amend a return or ready to file your next return? I'm happy to have a conversation to see if I can help.
What's included: full preparation and filing of tax returns, including Federal, state and city returns. Electronic filing of returns when possible.
Cost: Starts at $800 for a Federal & state tax return, and pricing increases with complexity. I'll quote a flat fee for the return prior to moving forward.