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About This Webinar
Join Logan Woller and explore the essential components of your financial life.

The Financial Fitness Checkup program begins with a comprehensive assessment of your current financial standing and progresses towards actionable steps for enhancement. Logan will walk you through how to fill out your provided Financial Fitness Checklist, which considers various facets of your financial landscape, including work, health, family, and goals for the upcoming year. Take the first step towards financial empowerment and complete the Financial Fitness Checklist today!
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Logan Woller
Private Wealth Advisor, Retirement Plan Consultant
As a Private Wealth Advisor, Logan meets with clients to assess their current situation, means, and objectives and then constructs personalized financial plans to allow them to reach their goals.

As a Retirement Plan Consultant, Logan helps select qualified retirement plan professionals including recordkeepers, third-party administrators, and custodians. He consults and advises plan sponsors on retirement plan design and plan amendments while guiding employees when selecting their investments and provides them with 1:1 financial advice.
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