Want to get smarter with Money?
We can help.
Money is hard. We can help.
Budgeting
We can look at where you can save money, cut costs, and know where your money is going
Plan
Create a plan on how to pay for your essentials, pay off debts, and get ahead in savings goals
Support
As your coach, I will follow up with you to help ensure you are following the plan and give some encouragement to what you work toward
About the coach
Hi, my name is Logan.
I’ve always had an interest in finances and how money works. At Stevenson University, I studied and gained a Degree in Finance and also added a Minor in Economics to best understand how the monetary system worked.
After college, I worked in an investment firm doing reporting on huge clients, a truly unique experience. Then, I moved home to Lancaster and have the goal of helping our customers who wants to get in better control of their finances with low cost financial coaching.
I look forward to helping Mountville Motor Sales Customers and support them in their financial journey!
Our Services
Initial Appointment - $50
First appointment is an deep dive on where your money is going. I will look at your spending and educate on different financial instruments to be used to save, track spending, and make your situation better
Follow up- $29.99/ month
We will help you track where your money goes each month so we can analyze your budget’s effectiveness. Every few months, you will have a quick appointment to check in with you on your progress and to see if the client is able to meet the plan established, making adjustments if needed.