You’re a lawyer, not a financial planner or investment manager. Recognize the limits of your expertise.
YOU SPEND MOST OF YOUR TIME ON YOUR CLIENTS’ PROBLEMS, NOT YOUR OWN.
As a dedicated lawyer, you spend thousands of hours each year focused on solving your clients’ problems. Are you as systematic and thoughtful about your own financial issues as you are about your clients’?
WE UNDERSTAND YOUR CAREER AND FINANCIAL TRAJECTORY.
We know and understand this because we have lived it, too.
YOU WORK HARD FOR YOUR MONEY. YOU OWE IT TO YOURSELF TO MANAGE IT WELL.
Formulating, implementing, and executing a financial plan is not a simple endeavor. The number and types of mistakes you may make on your own are significant, and some come at a very high cost to you—whether you know it or not.
YOU'RE AN EXPERT. BUT NOT IN THIS.
You’re a lawyer, not a financial planner or investment manager. Recognize the limits of your expertise.
YOU SPEND MOST OF YOUR TIME ON YOUR CLIENTS’ PROBLEMS, NOT YOUR OWN.
As a dedicated lawyer, you spend thousands of hours each year focused on solving your clients’ problems. Are you as systematic and thoughtful about your own financial issues as you are about your clients’?
WE UNDERSTAND YOUR CAREER AND FINANCIAL TRAJECTORY.
We know and understand this because we have lived it, too.
YOU WORK HARD FOR YOUR MONEY. YOU OWE IT TO YOURSELF TO MANAGE IT WELL.
Formulating, implementing, and executing a financial plan is not a simple endeavor. The number and types of mistakes you may make on your own are significant, and some come at a very high cost to you—whether you know it or not.