Financial Planning for Attorneys

Spend less time worrying about your finances, more time enjoying life. Think of us like your personal trainer, but for your money. We help you perform at a high level by getting your personal finances in shape. By pulling together the fragmented pieces of your financial life, you’ll gain confidence, clarity, and financial freedom.


Work with our fiduciary CERTIFIED FINANCIAL PLANNER™ professionals to simplify your financial life today.



Financial Planning Package

This package includes up to four 90-minute meetings where we'll cover each of the points below, giving special attention to your top priorities. The end result: specific recommendations tailored to you that you can trust.

If you’re looking only for some quick tips - then we’re not a good fit. This will take effort on your part. We’re going to push you to challenge your attitudes toward money in general, spending and saving specifically, so that you can make good choices today which will produce epic results in the future.


Financial Planning for Attorneys


One-time fee paid in two installments

  • Personal Cash Flow Planning
  • Planning for Uneven Bonus & Partnership Distributions
  • Emergency Fund Establishment & Funding
  • Debt & Student Loan Payoff
  • Credit Report & Score Review
  • Investment Risk Assessment 
  • Rebalancing Recommendations
  • Wealth–building: Traditional & Roth IRAs; Employer Plans
  • Personal Insurance Assessment
  • Higher Education Planning
  • Business Organization: Proprietor vs. LLC vs. Sub S Corporation
  • Financing a Partnership Purchase
  • Crypto Asset Assessment
  • Financial Plan Creation
  • 3-month Follow Up Meeting

Do you have more money than you do time to deal with it? 

You're earning good money, but you don't know where it's going. Whether you're part of a large firm, or in practice for yourself, cash flow is a problem. You might need to come up with money to buy into a partnership. Or you might be spending a partnership distribution before it's even earned. 

Focus on your billable hours and outsource your financial planning to your fiduciary advisors. 

Take Action

You've completed your financial plan. Now what?

Financial Planning Subscription


Per Month

Once you're in financial shape it takes work and focus to stay in shape. After we've delivered your financial plan, this is your all-access pass to our CFP® professionals. As your life changes, so will your financial plan.

Here's what we'll deliver:

Ready to start your journey to financial fitness? 

Take Action