This is the highest-stakes financial window of a legal career. The decisions made now compound in one direction or the other for decades.
Schedule Your 30-Min Intro CallMerit bonuses, origination credit, and income variability are likely part of your compensation now. Is your financial architecture built around that reality?
The lateral move at this stage is the single most financially consequential career decision most attorneys make. Bonus proration, clawback terms, and partnership timeline all have a dollar value.
Most attorneys stay for years without ever calculating the odds or comparing the expected value of staying versus a lateral or in-house transition.
Equity admission typically requires $150,000 to $500,000 or more, often with 30 to 90 days notice. Are you building that fund deliberately?
You are in your peak marginal bracket years. Every dollar in a taxable account when it could be sheltered has a real compounding cost.
As your income has grown, has your disability coverage kept pace? Group coverage adequate at $150,000 may leave a significant gap at $300,000.
*Source: Guardian Life Insurance
Mortgage, student loan tail, family obligations, and investment accounts all need to be coordinated into a single coherent plan.
The home, the financial stability, the freedom to make career decisions based on what you want. Does your financial system have those outcomes built into it?
Every attorney faces a version of the same core financial challenges, but the specifics vary by practice setting. The guidance we provide is tailored to your actual situation.
Partnership probability, origination development, lateral economics, and retention bonus analysis. This is where the financial complexity is highest and the cost of getting it wrong is greatest.
Equity pathways, compensation structure, and what ownership means financially. The timeline to equity is often shorter here which makes the planning more urgent.
PSLF tracking, IDR plan optimization, and building wealth on a compensation structure that requires a different strategy than private practice.
RSU vesting schedules, equity compensation coordination, and a financial plan that reflects the income profile and career risk of corporate legal work.
Personal and financial goals, short and long term. Our process starts here because your money should serve what you want, not just manage what already exists.
Every account linked, all documents securely stored. Your entire financial life visible in one place.
A clear picture of exactly where you stand across Protection, Savings, Assets and Liquidity, and Debt.
Assets, liabilities, insurance coverage, cash flow, and any remaining student loan strategy reviewed together.
A clear destination for every dollar. A Wealth Building Account structure that accounts for income variability at this career stage.
Every gap identified. Every optimization available to you right now. A prioritized list with nothing left unaddressed.
The planning fee starts the relationship. The ongoing advisory is entirely optional and only makes sense if we both agree it is the right fit. Gain clarity on whether this is the right fit for you during your complimentary 30-minute intro call.
Investment Management Fees
| Assets Under Management Fees 0.50% – 1.00% | |
|---|---|
| Up to $100,000 | 1.00% |
| $100,001 – $250,000 | 1.00% |
| $250,001 – $500,000 | 1.00% |
| $500,001 – $1,000,000 | 1.00% |
| $1,000,001 – $2,500,000 | 0.75% |
| $2,500,001 – $5,000,000 | 0.72% |
| $5,000,001 – $7,500,000 | 0.69% |
| $7,500,001 – $10,000,000 | 0.65% |
| $10,000,001 – $15,000,000 | 0.63% |
| $15,000,001 – $20,000,000 | 0.56% |
| $20,000,001 – $30,000,000 | 0.50% |
Risk Management
Protect what matters most with comprehensive business and personal insurance solutions tailored to your unique situation.
Life Insurance | Long-Term Disability Income Protection | Long-Term Care Insurance | Cost subject to underwriting
These are suggested documents to have on hand during our first conversation. Having them available allows us to go deeper and makes our time together more productive. They are by no means mandatory — just suggestions for a more granular conversation.
The intro call is 30 minutes. We will talk through where you are, answer every question, and walk you through what working together looks like. Gain clarity on whether this is the right fit for you.