Who you’ll be speaking with:

Fiduciary | Fee-Only | Independent

Proudly based in Omaha, serving clients nationwide.

Free 15-minute introductory call with Logan Sanders, CFP®

Let’s talk through your retirement questions

For pre-retirees and retirees who want clarity and a plan — without pressure or obligation.

Help us understand your situation — no prep needed

A chance for you to ask questions, and receive honest answers

You’ll leave with more clarity regardless of fit

Who this is for:

You're within 5–10 years of retirement or already retired

You want a comprehensive retirement plan, not a product pitch

You're looking for ongoing guidance, not a one-time transaction

Who you’ll be speaking with:

Logan Sanders, CFP®
Co-Founder and Senior Financial Planner

Hi, I’m Logan Sanders, CFP®. I specialize in helping pre-retirees and retirees transition into their next chapter with confidence and peace of mind. My goal for our 15-minute call is to listen to your unique situation, understand the primary concerns on your mind, and help determine if our expertise is the right fit for your needs. Whether we end up working together or not, you can expect an easy-going conversation designed to give you a clearer sense of direction.

Common questions before the call:

  • It means we never earn commissions or sell products. As a fiduciary, we’re required to put your best interests first—always.

  • Your personalized plan can include investment strategy, retirement income projections, tax planning opportunities, Social Security timing, insurance and estate guidance—and it evolves as your life does.

  • The introductory call is a short conversation—typically about 15–30 minutes—designed to help us get to know each other.

    We’ll start by learning a bit about you: what prompted your interest in planning, any questions or concerns you have, and what you hope to achieve. We’ll also share more about our services, how we work with clients, and answer any questions you have about our process, fees, or philosophy.

    The goal isn’t to give advice on the spot—it’s to help both of us determine whether we’re a good fit to work together.

    If it looks like we can help, we'll walk you through what the next steps would look like. If not, we'll try to point you toward someone who might be a better fit. Either way, the goal is that you'll leave with more clarity than you had before.

  • We work best with people who are approaching retirement or already retired, and who are serious about creating a plan. While we don’t have a hard minimum, our services are typically most cost-effective for those with investable assets of $500,000 or more.

  • No—we proudly work with clients locally in Omaha and nationwide via secure video meetings and digital tools. If you're in Omaha, we'd love to meet in person. But geography isn’t a barrier.