Financial planning built for attorneys — at every stage.
Fee-only, fiduciary advice for lawyers — from your first associate paycheck to equity partner. No asset minimum. No commissions.
Book a free consultationWe built this for your exact situation.
Your income is climbing and the decisions are getting bigger — partner track, a growing family, loans, the first real savings. You want a plan that keeps up.
The move from W-2 to K-1, a capital buy-in to fund, distributions instead of a paycheck. The math just changed — your plan should too.
K-1 income, a capital account, concentrated positions, deferred comp, legacy questions. Complexity most advisors gloss over. We don’t.
Three steps. No pressure.
Free consultation
A no-cost conversation about where you are and what you need. No pitch, no obligation.
Your plan
We build a plan around your career stage, comp structure, and goals.
Ongoing guidance
We manage the investments and stay with you as your career and finances grow.
What every client gets
Fiduciary advice
A fee-only CERTIFIED FINANCIAL PLANNER™ acting in your best interest. No commissions, ever.
Personal finance archive
One secure, shared place for tax forms, estate documents, benefits elections, meeting notes, and your cash-flow calendar.
Investment management
Allocation built around your age, career stage, risk tolerance, and goals.
Benefits review
Retirement plans, insurance elections, and the firm benefits most attorneys leave on the table.
Simple, transparent pricing.
Flat fees you can see up front. No commissions, no surprises.
- Comprehensive plan
- Investment management
- Retirement & post-tax savings review
- Student loan analysis
- Basic life insurance review
- Benefits review
- Discounted estate planning
- Multi-scenario planning (partnership, family, college, retirement)
- Investment management
- 529 / college analysis
- Student loan analysis
- Life insurance gap analysis
- Discounted estate planning
- Access to additional subject-matter experts
- Equity comp & RSU planning
- K-1 & capital account planning
- Concentrated stock strategies
- Blackout-period compliance
- Separately managed accounts
- Legacy & wealth transfer
More than a binder on a shelf.
By senior levels, your estate is rarely simple — equity comp, deferred comp, capital accounts, concentrated stock, trusts, and accounts across multiple employers. Qualifying clients get complimentary access to Vanilla, an estate-planning platform that turns dense trust and estate documents into clear, interactive visualizations — so you can see how your assets flow, where the gaps are, and how your plan holds up under current and future tax rules.
Book a free consultationReady to see where you stand?
A free consultation is the fastest way to find out. No pitch, no obligation.
Book a free consultation