FINANCIAL PLANNING
FOR
SUCCESSFUL ATTORNEYS
FINANCIAL ADVICE TAILORED TO LEGAL PRACTITIONERS
COMPETENT
Attorneys have several unique financial planning needs. You need an advisor who understands them
CONFIDENTIAL
The nature of your work is very sensitive. You financial information will remain secure and confidential at al times
ACCESSIBLE
Your clients expect to get ahold of you at all times. You deserve the same attention from your financial advisor
EFFICIENT
Time is money, especially in law. Your advisor needs to respect your time, so you can prioritize your clients and cases
Becoming a financial advisor is a lot easier than passing the Bar.
Because of that, the average financial advisor does not have the same degree of training, or work ethic as the people that you work with every day. In order to benefit from the relationship, you need to find an advisor who does.
TRANSPARENCY AT THE CORE
NO CONFLICTS OF INTEREST
I don’t make money by
selling investment products.
So we have no conflicts.
FIDUCIARY
I have structured my business
so that I am personally liable
if I give you bad advice
SIMPLE PRICING
No hidden fees. Clients
know exactly what they pay.
It’s only fair
THE STANDARD '“RULES-OF-THUMB” SIMPLY DO NOT APPLY TO ATTORNEYS
ATTORNEYS SHARE CERTAIN THINGS IN COMMON WHEN IT COMES TO FINANCIAL PLANNING. THISE GUIDE IDENTIFIES THESE SHARED ATTRIBUTES AND PROVIDES GUIDANCE JUST FOR LAWYERS.
