Law Professionals
YOU FOCUS ON YOUR CLIENTS; WE’LL FOCUS ON YOU.
Lawyers
Our process is designed for you.
The majority of our clients are practicing attorneys. Over the years we have taken it upon ourselves to structure our Financial Planning practice specifically to better serve the law community. We are familiar with the unique financial challenges that lawyers encounter throughout the variety of practice channels.
Whether you’re a lawyer who’s just getting started at their first firm, a law firm partner, in-house counsel, public attorney, or the owner of a solo or small-sized practice, we are experienced in working with clients like you.
Factors we’ve found consistently interrupting lawyers from pursuing their own financial goals:
Lack of Time – In a rush to get things done, the financial matters of lawyers often get placed on the backburner.
Procrastination – Putting things off due to a busy schedule can lead to a reactive, rather than proactive, approach to one’s finances.
Lack of Delegation – It can be difficult to maintain objectivity when navigating financial matters on one’s own.
Lack of an Overall Strategy – This can lead to making important financial decisions based primarily upon convenience.
You’re busy. Delegate the heavy lifting to us.
How we partner with you:
We take a collaborative approach when working with law professionals; our aim is to educate you on the important considerations and trade-offs of important financial decisions so that you can choose the best option for you. We’ll also work closely with you to implement the financial planning recommendations and provide ongoing guidance along the way. Our aim is to take as much work off of your plate while maintaining your agency over your financial choices.
How We Serve Law Professionals
Student Loans
We have tools to intricately analyze your student loan options in light of your specific circumstances, to help you make the right long-term decisions.
Partnership & Practice Ownership
We're familiar with the complex compensation structures and important tax planning considerations of partnership and self-employed income.
Investment Management
We collaborate with you to construct your investment portfolio, then we'll take care of the ongoing portfolio monitoring and management.
Flexible Service
We understand that sometimes you get stuck in court, or urgent client matters may cause your schedule to be unpredictable at times. We'll make sure we can accomodate your schedule, including offering meeting times outside of normal business hours.
Fee-based Advice
We work with lawyers on an ongoing basis in a fee-based capacity, so that we can help you take a proactive approach to important financial decisions as life transitions occur.
Tranparency & Education
We don't beat around the bush. We're committed to full transparency and acknowledge that every decision has trade-offs. We'll thoroughly educate you on the important factors when evaluating different routes of action.