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LawFin

Financial Planning for Attorneys

Financial Planning for Lawyers

Remember that legal writing class you took in law school that told you to reverse the way you thought about writing? Start with the conclusion, then tell us the facts that support that. The same thing goes with your finances. Start with what you want to achieve, and then we'll build the way to get there.

Power Forward Group is a financial advisory firm founded by an attorney, for attorneys. Ruvin Levavi, leverages his own experience as a once debt-ridden law school grad to help attorneys across the country achieve their version of financial success. From student loan management to advanced tax planning strategies, our resources are tailored to your needs.

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For Attorneys, By An Attorney


The LawFin Planning Process

Here's What You Can Expect

The Hearing | New York City, NY | PowerForward Group

The Hearing

This our introductory meeting. You’ll hear about us, and we’ll hear about you. Confidentiality is maintained throughout the relationship.

Discovery | New York City, NY | PowerForward Group

Discovery

We'll send you an electronic discovery questionnaire to get a high level view of your current financial picture. From there, we will discover how to best optimize your accounts, maximize your compensation, and bring into focus your short term and long term goals.

Financial Brief | New York City, NY | PowerForward Group

Financial Brief

Who said financial plans need to be 60 pages and include jargon that you won't understand? Our collaborative planning approach only takes one page to illustrate and can take as little as an hour to create the game plan.

Company Events | New York City, NY | PowerForward Group
Company Events | New York City, NY | PowerForward Group
Office | New York City, NY | PowerForward Group
Company Meeting | New York City, NY | PowerForward Group
Our Team | New York City, NY | PowerForward Group
Company Presentation | New York City, NY | PowerForward Group
Company Event | New York City, NY | PowerForward Group
Company Event | New York City, NY | PowerForward Group
Company Meeting | New York City, NY | PowerForward Group
Our Team | New York City, NY | PowerForward Group
Our Team | New York City, NY | PowerForward Group
Company Meeting | New York City, NY | PowerForward Group


Solutions for Where You Are



LawFin Education

We have great relationships with many large law firms and groups across the country.

Gibson Dunn | New York City, NY | PowerForward Group
Akin Gump | New York City, NY | PowerForward Group
Allen & Overy | New York City, NY | PowerForward Group
Cay Pitney LLP | New York City, NY | PowerForward Group
Huntington Lawyers Club | New York City, NY | PowerForward Group
In-House Connect | New York City, NY | PowerForward Group
Kasowitz Benson Torres LLP | New York City, NY | PowerForward Group
Katten | New York City, NY | PowerForward Group
Labaton Sucharow | New York City, NY | PowerForward Group
McDermott Will & Emery | New York City, NY | PowerForward Group
Pillsbury | New York City, NY | PowerForward Group
Vedder Price | New York City, NY | PowerForward Group

FAQs


Do you have a minimum account size?

No, we believe our clients are our IPOs; as you grow, we grow. As an attorney, we understand your career path and growth potential. How are you supposed to build wealth if no one's there to guide you?

I'm a very busy person, how long does the planning process take?

Firstly, all of our meetings are held virtually via Zoom. As such, we are able to cater our 'hours' to when works best for you. The initial call takes less than a half hour, we give you some homework gathering information, then the collaborative planning meeting takes about 45 minutes. We strive to keep things simple.

I already have an advisor, can I still work with you?

Yes of course. While we are a holistic planning team and will need to understand all the moving parts of your finances before we're able to make a recommendation, we understand that you may already have relationships in place. Our conversations and advice are complimentary, and we'd love the opportunity to give you our perspective.

How do I know I can trust you guys?

To solidify the confidentiality of all of our clients and their information, we enter into a Non-Disclosure Agreement, signed by both parties prior to obtaining any personal data. Trust is the basis of any strong relationship and we believe that our work will speak for itself, having your best interest at heart all the time.

I'm not quite ready to start working with an advisor, but can we stay in touch?

Absolutely! Subscribe below to our monthly e-newsletter The PFG Perspective. Don't worry, we aren't going to spam you.

I'm interested in speaking with your group, what are the next steps?

First, let our team know that you'd to chat. Someone from our team will reach out shortly to compare calendars and find a time that works best. You have the option to complete a quick questionnaire that will give us a better idea, from a bird's eye perspective, of your finances prior to or after that initial call.

Additional Resources


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