Attorneys

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Whether you have a solo practice, are a partner in a larger firm, or work in public office you have a demanding career as an attorney.  You are facing constant deadlines and unique challenges presented by your clients, which often means your personal financial matters get placed on the back burner.  This typically leads to missed opportunities and disorganization.

Time is your biggest asset.  Every hour spent on financial planning and investment management is an hour that you could be billing or meeting other deadlines.  Like an attorney who represents himself, trying to solve your financial matters on your own can lead to a lack of objectivity needed to properly weigh all your options.  As a fee-only financial planner, we offer unbiased and objective opinions as well as provide you with the proper education needed to make the best financial decisions.

For you to give the best advice to your clients, you are careful to ensure you have all relevant facts to the situation or case.  We work with our clients in a similar fashion.  We want to get a thorough understanding of your current financial situation and your attitude towards risk so that we can properly devise a comprehensive plan designed to achieve your short- and long-term goals and objectives.

Read more about our approach to Wealth Management.