Introducing • A Lawyer's Path
Financial guidance built for lawyers, at every stage.
Affordable, fiduciary financial planning designed specifically for attorneys - from your first Summer Associate paycheck though equity-partnership and beyond.
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 BigLaw 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 lawyers and their families.
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
1st - 4th year
Associate
$2,500 + $225/month
One-time fee + ongoing advisory
5th year + associate • of counsel
Associate / of Counsel
$4,000 + $350/month
One-time fee + ongoing advisory
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.
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.
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.
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
› Access to additional subject matter experts
Under $250k investible assets.
Schedule your first meeting, sign agreements, and pay.
Schedule an informational session.
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 CFP acting in your best interest - no commissions.
Personal Finance Archive
Secure, shared folder for tax forms, estate documents, benefits elections, meeting notes snd 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.
