The Developing Financial Process
Security. Freedom. Confidence.
A financial planning solution built specifically for young lawyers — to save you time, provide tailored advice for the decisions unique to your career, and give you the education to make well-informed choices.
Together we create a comprehensive financial plan tailored to your current goals and ambitions. Then your plan is implemented and monitored on an ongoing basis, so it can be modified as financial opportunities and challenges appear over your lifetime.
What We Cover
11 planning topics with 92+ planning opportunities
Click any topic to see what it covers.
- Income Planning
- Expense Management
- Saving/Investing Rate Planning
- Saving Automation
- Emergency Fund Planning
- Accountability Check-Ins
- Paystub Review
- Passive Income Planning
- Private Refinance Assessments
- Repayment Timeline Planning
- Income-Driven Repayment Plan Comparison
- Public Service Loan Forgiveness Planning
- Payment Management
- Lawyer Repayment Assistance Program Assessment
- Investment Portfolio Review
- Investment Management
- Long-term Investment Strategies
- Tax Aware Investing
- Asset Allocation
- Taxable vs. Tax-Advantaged Investing Planning
- Diversification/Concentration Analysis
- Risk Management
- Risk Assessment
- Real Estate Investment Planning
- Investment Rebalancing
- Equity Compensation Planning
- Tax Loss Harvesting
- Loss Carry Forward Review
- Roth Conversions
- Tax Return Review
- Real Estate Tax Planning
- Tax Liability/Refund Projections
- Withholding Analysis
- Capital Gains/Loss Planning
- Deduction/Credit Optimization
- Alternative Minimum Tax (AMT) Analysis
- Investment Income Tax Planning
- Homeowner/Renter Policy Reviews
- Life Insurance Planning
- Disability Insurance Analysis
- Auto Policy Reviews
- Pet Insurance Assessment
- Umbrella Insurance Analysis
- Long-Term Care Planning
- Health Insurance Assessment
- Business Insurance
- Retirement Plan Optimization
- Health Insurance Comparison
- Dental and Vision Analysis
- Group Disability Insurance Analysis
- Group Life Insurance Planning
- HSA vs. FSA Comparison
- Employer Benefits Annual Review
- Supplemental Benefit Planning
- Planning for Partnership
- Lateral Planning
- Professional Development Planning
- Salary Negotiation Planning
- Career Change Planning
- Career Benchmarking
- Billable Hour Planning
- Sabbatical Planning
- Retirement Account Optimization
- Social Security Planning
- Distribution/Spending Planning
- Required Minimum Distribution Planning
- Pre-tax vs. Roth Contribution Analysis
- Healthcare Planning
- Financial Independence Planning
- Roth Conversion Planning
- Repayment Optimization
- Refinancing Analysis
- Credit Report Review
- Mortgage Analysis
- Auto Loan vs. Lease Comparison
- Credit Card Planning
- Beneficiary Designations
- Trusts, Wills, and Estates
- Charitable Giving
- Titling of Assets Planning
- Legacy Planning
- Estate Tax Planning
- Power of Attorney Planning
- Digital Asset Planning
- Financial Goal Setting
- Marriage Planning
- Travel Planning
- Family Planning
- Large Purchase Planning
- College Planning for Kids
- Taking Care of Parents
- Self-Employment Planning
What to Expect
Financial success favors the prepared
The process is educational and collaborative from day one. We identify what matters most to you, analyze where you stand today, build your plan, implement it together, and revisit it on an ongoing basis.
See How Fees Work
Other Solutions
Student Loan Repayment Plan
A one-time plan for paying back your student loans, including:
- Analysis of every available student loan repayment option
- A report detailing the right repayment option for you
- A checklist of steps in your repayment process
- Guidance on the pitfalls of your repayment option