Financial Advisors to Attorneys at Every Stage
Law career growing.
Wealth isn't?
We fix that.
You became an attorney to practice law. Not to spend your limited free time untangling your finances.
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You became an attorney to practice law. Not to spend your limited free time untangling your finances.
Income grows. Expenses grow with it. Loan payments are set to default. Benefits came with the job offer and you have not looked at them since. The bonus lands, disappears, and you are not sure where it went. Meanwhile the goals that matter to you, the home, the family, the financial independence, the ability to practice on your terms, feel like things you will get to eventually.
Most attorneys are too consumed by their careers to build a financial structure around their actual life. Without a system, every year that passes makes the gap more expensive to close.
Your income is growing but you are not sure where it is going. Loan payments are set to default. The bonus lands and disappears. The vacation you keep meaning to take stays on the list. The home you want feels further away than it should.
You are billing the hours and hitting the milestones, but the life you pictured when you chose this career does not feel any closer. The longer this continues, the more expensive it becomes to fix.
Every account is linked and visible in one place. Your loans are on the right track. Your cash flow has a destination. Retirement accounts are funded and growing. Investments are working in the background. Your insurance reflects what you have built.
More importantly, the things that actually matter have a financial structure behind them. The home. The family. The freedom to take the case you want. The ability to walk away on your terms. Financial clarity makes the life you are working toward feel real and reachable.
This is not a distant goal. None of this is out of reach. We can show you the path. This is exactly what we help attorneys build.
Schedule Your 30-Min Intro CallIncome, assets, debt, insurance gaps, and everything in between. Your entire financial life in one place for the first time.
Your money gets directed toward what you actually want to achieve. Goals mapped. A Wealth Building Account strategy built around them.
The best financial decisions are the ones that happen by default. We build a structure that works without demanding your attention.
Your career, income, and life will change. Your financial system grows with it, not behind it.
5 upfront meetings | Ongoing advisory from $100/mo | Scales with complexity
Income is coming in, student loans may not be optimized, and there is no system in place to manage or maximize any of it.
Early Career Details5 upfront meetings | Ongoing advisory from $200/mo | Scales with complexity
Income has grown, financial complexity has increased, and the time to address it has gotten shorter. This is where the gaps are most costly.
Mid-Career Details5 upfront meetings | Ongoing advisory from $300/mo | Scales with complexity
Equity compensation, K-1 income, capital accounts, and long-term wealth strategy all require organization that partnership rarely leaves time for.
Partner DetailsComprehensive engagement | Ongoing advisory from $500/mo | Scales with complexity
For law firm owners and business owners ready to protect, grow, and plan a successful exit. Led by Joel Gardner, RICP® & CEPA®.
Business & Exit DetailsThe Attorney's Advisor Team at Consolidated Planning was built exclusively around the financial lives of attorneys. We understand what it costs to get where you are.
Specializes in business planning, exit strategy, and partner-level wealth management. Joel helps attorneys and business owners protect what they have built and plan a successful transition.
More About Joel
Focuses on associates and mid-career attorneys, building financial systems that grow with their careers. Stuart brings an intelligence analyst's precision to financial planning.
More About StuartNot sure where to start? The Attorney Wealth Scorecard gives you an instant picture of where you stand across four pillars: Protection, Savings, Assets and Liquidity, and Debt.
It takes a few minutes and is completely complimentary. Most attorneys who complete it find gaps they did not know existed. This is the same tool we use in every client engagement.
A complimentary, personalized snapshot of your full financial picture. Completed in minutes. No obligation.
Access Your Complimentary ScorecardWe offer complimentary monthly webinars and in-person firm seminars covering the financial challenges attorneys face at every career stage. Every attendee leaves with a clearer picture and a set of next steps.
Join our monthly Living Balance Sheet Workshop via Zoom, or bring us in for an in-person session tailored to your firm.
Every Last Thursday of the Month at 5:30pm EST — The Living Balance Sheet Workshop. Complimentary to attend. No obligation. Join us live on Zoom to get your financial life organized in real time.
Register below — complimentary to joinThe intro call is 30 minutes. Ask every question you have. We will walk you through exactly how the process works. Gain clarity on whether this is the right fit for you.