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About You

Court room.  Boardroom.  Client Site.

If your best work is done here, you've found the right place.

Sound like you?

You balance cases, deals, and client demands - while appeasing many egos - leaving few free moments in your time-starved day. 

Compounding matters, many of you will face a major career decision at some point: the choice to buy-in to your practice or firm.

This alone creates lifestyle and financial planning considerations seldom faced by most others.

Dedicated and competent professionals seldom have the necessary time (or energy) to proficiently handle their own financial planning on a continuous basis.

If any of the following sound like you, let's chat.

  • You're a mid-level or senior associate, trying to navigate the financial complexities of going in-house or potentially making partner.
  • You're a solo practitioner or partner in a smaller firm and want to ensure that your business and personal finances are aligned to generate wealth.
  • You're trying to enjoy your newfound six-figure salary while balancing student loans, credit cards, and purchasing your first home, among other financial priorities.
  • You're starting or growing your own family and need to be financially responsible for someone other than yourself for the first time.

Learn how we work with you here: Services.

Learn more about us here: About Us.