Robert Dowd

About Robert Dowd

Most business owners I work with have the same story. They\'re generating $300K,$500K, or…

Experience

1. Financial Planner

   Bullogic Wealth Management

   Jun 2023 — Present · Pearland, TX, US

   As the Financial Planner at Bullogic Wealth Management, I work with clients to organize their financial situation, understand their values, and set priorities that are unique to their situation. Working remotely provides a tremendous opportunity to work with a wide variety of client throughout the U.S.Cash flow is one of the main issues people are trying to manage on a daily basis. My first priority is to simplify the household cash flow that promotes a goal-focused system that is easier than budgeting and tracking expenses. This helps answer the question of \'where does my money go?\'.After identifying and solving the cash flow issues, we focus on paying yourself first and implementing an automatic savings strategy to accomplish your specific short, mid, and long-term goals.After completing the financial plan, we turn our focus to other areas of your finances. Every month we will target a different area (cash flow, debt, tax planning, net worth review, etc.) of your finances so we can make improvements to your overall financial wellbeing.At the end of the month you will receive a report with our analysis, your score, peer score, and action items to make improvements in that area.We are here for you whenever you need us. Our phone, email, and office are always open. If you need to schedule more meetings during the year, we welcome it.