Introducing • A Lawyer's Path
Financial guidance built for lawyers, at every stage.
Affordable, fiduciary financial planning and investment guidance designed specifically for attorneys - from your first Summer Associate paycheck through equity-partnership and beyond. If you work in the legal community but are not an attorney, contact us to discuss your situation.
fee-only
no commissions
fiduciary
no asset minimum
online • in-person
Financial advisors may require a substantial asset base before they'll take you on as a client. Firefly Wealth built A Lawyer's Path to change that. Whether you're managing your first Big Law paycheck, navigating student loans as a junior associate, or modeling the transition from non-equity to equity partner — we have a plan for exactly where you are right now. Beginning April 2026, Firefly exclusively serves the legal community.
4
Career-Stage Service Tiers
Choose Your Plan
★ 50% discount on remaining one-time fees throughout A Lawyer's Path
12 - Week Program
Summer Associate
$1,250
One-time fee
Summer Associate: A low-cost way to start your financial path on the right foot as your career begins in earnest.
› Personalized financial plan
› General investment guidance
› Paycheck prioritization coaching
› Automated savings setup
› Existing debt strategy
› Building healthy financial habits

Continue Personal Finance Archive for $5/month after program ends. Under $50k investible assets.
Schedule your first meeting, sign agreements, and pay.
Schedule an informational session.
1st - 4th year
Associate
$2,500 + $225/month
One-time fee + ongoing advisory
Associates (Year 1 - 4): Robust planning for associates navigating increased income, debt, and early wealth building.
› Comprehensive plan + 1 scenario
› Portfolio and investment recommendations
› Retirement savings and post-tax savings review
› Student loan analysis
› Basic life insurance review
› Benefits review and guidance
Under $125k investible assets.
Schedule your first meeting, sign agreements, and pay.
Schedule an informational session.
5th year + associate • of counsel
Associate / of Counsel
$4,000 + $350/month
One-time fee + ongoing advisory
Associates / of Counsel: Built for growing families, partner-track decisions, and layered financial needs.
› Multi-scenario planning (partnership, family, college, wind-down, retirement)
› College funding / 529 analysis
› Student loan analysis
› Account level investment guidance
› Discounted estate planning preparation
› Life Insurance gap analysis
› Access to additional subject matter experts
Under $250k investible assets.
Schedule your first meeting, sign agreements, and pay.
Schedule an informational session.
equity and non-equity
Partners & of Counsel
Assets Under Management (AUM) fee begins at 0.90%
Additional discounts based on asset level, equivalent fixed-fee pricing available. Bar association membership may qualify for reduced pricing.
Full wealth management for of Counsel, Members, and Partners navigating uneven cash flows, distributions, capital loans, and legacy planning.
› All prior tier services
› Investment Policy Statement
› Equity comp & RSU planning
› K-1 & capital account planning
› Blackout period compliance
› Separately Managed Accounts
› Legacy & wealth transfer
In a long-term relationship with an investment manager, even a small difference in fees may have a large impact on your portfolio over time.
Schedule an informational session to discuss pricing specific to your situation.
Included at Every Level
Fiduciary Advice
Fee-only CERTIFIED FINANCIAL PLANNER™ acting in your best interest - no commissions.
Personal Finance Archive
Secure, shared folder for tax forms, estate documents, benefits elections, meeting notes and action items, cash-flow calendar.
Investment Guidance
Asset allocation tailored to your age, career stage, risk tolerance, and financial goals.
Benefits Review
Retirement plans, insurance elections, other firm benefits
Spots are limited - let's talk.
Enrollment in A Lawyer's Path is capped at each level to ensure every client receives the attention they deserve. Schedule a complimentary introductory conversation to find the right fit.