WHAT IS POCKET PROJECT?
Pocket Project started with the simple goal of helping my peers get access to financial planning early in their careers. Getting financial help from an advisor can be intimidating, and it's hard to know if the advisor has your best interests at heart. Pocket Project was developed to help young individuals, couples, and businesses get control of their financial situation. My promise is full transparency and to ease that feeling of "am I doing enough?".
Pocket Project's mission is to provide financial management to individuals, families and businesses by working as an advisor and accountability partner. This is done through a comprehensive approach to your full financial picture - how your retirement plans work with your investment accounts, how your company benefits work with your individual insurance policies, how your different types of bank accounts affect your taxes, etc.. Most of my clients are closer to the beginning of their careers than the end and have never hired a financial advisor. Because of this, my approach includes financial education along with recommendations to empower you and instill confidence in the decisions you are making. As an accountability partner, I make sure that action items are getting completed and help you stay on track to reach your financial goals.
SAVE WISELY, SPEND HAPPILY
We help you get your finances in order so you can buy that house, go on that vacation, and plan that wedding. Worry free.
HI, MY NAME IS LOGAN
Professionally, I am a graduate of Widener University with a degree in financial planning and a minor in accounting. I began my career in financial planning in Philadelphia, PA. In the course of my career I have received designations of Certified Financial Planner® (CFP®), Retirement Income Certified Professional® (RICP®) and have become an Enrolled Agent (EA) with the IRS. I also actively volunteer with a service called Volunteer Income Tax Assistance (VITA), which is a program administered by the IRS to prepare taxes for low income individuals. The best part of my job is building relationships with my clients through financial and tax planning, and demonstrating how a little bit of planning can go a long way. One of the "Projects" in which this company was founded is to expand my efforts to give access and education of financial planning to those who need it.
Personally, beyond my love for financial planning and taxes, I spend my free time outdoors exploring Arizona and the surrounding states via backpacking, hiking, camping, and the like. The Superstition Mountains are my most frequented hikes, aside from the summer months when I go north to Payson or Flagstaff. I look forward to exploring more of the United States with my National Parks Pass. I actively participate in a book club and love spending time with my girlfriend and our cats.