Financial Planning for Lawyers
For Attorneys, By An Attorney
The LawFin Planning Process
Here's What You Can Expect
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.
Solutions for Where You Are
We have great relationships with many large law firms and groups across the country.
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?
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.
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.
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.
Absolutely! Subscribe below to our monthly e-newsletter The PFG Perspective. Don't worry, we aren't going to spam you.
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.