We Work With People Who Collect Damages From a Personal Injury
As a Personal Injury Attorney, you've invested months or even years helping your client win a legal settlement or judgement. You've won the case. How will your clients make good financial decisions moving forward?
Life After a Financial Windfall...
You care about the well-being of your clients. What are the appropriate money questions? Provide your information here and we'll send you the questions our CFP® professionals ask PI clients to your email inbox.
Budgeting & Financial Organization
Your cash flow is the foundation for any good financial plan. Know where your money goes and how to maintain a budget.
Loan & Credit Card Debt Payoff
We'll work with you to create a sound debt payoff plan, help you stick with it, and move forward in freedom.
Wealth Building & Investing
Whether you're investing in a personal business, investing in markets, or building an emergency fund, we'll develop a plan together for growth and tax-efficiency.
Real Estate Purchase Planning
How much house can I truly afford? Before you go house-hunting, we'll get you financially ready to buy that dream home.
You prevailed and won a judgement or settlement for your clients. Now they need a financial planner.
Help Your Clients Take Control of Their Money
Give us your client's backstory. What are the money challenges and concerns? What's the financial background? How can we help? Speak with one of our CERTIFIED FINANCIAL PLANNER™ professionals to ascertain whether your client would be a good fit.
Frequently Asked Questions
Nope. No minimums needed to work with us.
Yes! We love using Zoom for web conference meetings. Please let us know whether you prefer a virtual or in-person meeting when scheduling your appointment.
Yes! As CFP Board certified financial planner professionals we are fiduciaries. This means we follow the best interest standard of client care - first, foremost, and always.
Yes we do! Financial planning and investment management are two separate services. We offer financial planning à la carte, in comprehensive financial planning packages, or by annual subscription. Separately, we offer investment management services (not products!). TD Ameritrade Institutional is where we custody client assets.
Absolutely! Information you provide us is strictly confidential.
Take control of your money
Your clients don't have to go it alone. We help people become financially fit when they work with one of our experienced CFP® professionals. Financial freedom and peace of mind starts here.
