Financial Planning for Attorneys.
Financial partner for legal professionals and mid-career executives.
Here to help you understand your current financial landscape, develop a plan to keep your money aligned with your values, and free up your time to focus on what matters most to you.
Financial Planning Questions We Help Address:
How do I balance student loans, saving for the future, and enjoying life now?
How long do I need to stay in big law?
What if my firm has layoffs?
I finally made partner. What does that mean for my finances?
How do taxes play into all of this?
What types of investments make sense for me?
I finished law school, passed the bar, and got the job, so now what?
What does all this personal finance stuff really mean for me?
We are starting to grow our family. What should we do to be in good shape?
