We offer a complimentary monthly webinar series as well as in-person financial wellness sessions for law firms — covering the financial challenges attorneys face at every career stage.
Register or InquireThe Living Balance Sheet® Workshop is our complimentary monthly Zoom session open to any attorney who wants to get financially organized. In each session, participants access the Living Balance Sheet platform in real time and begin mapping their full financial picture — Protection, Savings, Assets and Liquidity, and Debt.
No preparation required. No financial knowledge assumed. Just show up and we will work through it together. Register below and you will receive the Zoom link.
Register — Complimentary — Add link coming soonAssociate attrition is one of the most significant expenses a law firm carries. The financial stress of student debt, a complex benefits package, and the absence of a structured financial plan all contribute to the dissatisfaction that accelerates turnover.
A firm that invests in financial wellness is making a concrete statement: we want you here long-term, and we recognize that financial stability is part of what makes that possible.
Attorneys who feel financially organized perform better. They are not making client calls while anxious about their loan balance. They are not distracted by financial decisions they have been putting off. Financial stress does not stop at partnership — it changes shape as complexity grows.
Our webinar series and in-person seminars deliver real financial clarity to attorneys at every level — not a lecture, but a working session where every participant leaves with something built.
Attorneys who feel financially supported by their firm are more likely to stay. Replacing an associate consistently exceeds one to two times their annual salary.
Financial clarity reduces the cognitive load attorneys carry into every billing hour. Less financial stress means more focus where it matters most.
Financial anxiety is one of the most common contributors to attorney burnout. Addressing it directly is one of the highest-leverage interventions available to firm leadership.
A firm that offers genuine financial wellness programming stands apart. Attorneys notice.
The financial issues it addresses are relevant from first-year associates through senior partners. Not just a program for new associates.
Our in-person seminar is a hands-on session where attendees access the Living Balance Sheet platform and complete the initial financial organization steps in real time. Every participant leaves with something built, not just something heard.
The seminar is designed for the entire firm, from first-year associates to senior partners. It can also be structured for specific groups such as a new associate class, a practice group, or firm leadership. We also offer a quarterly ongoing seminar program for firms that want to keep building throughout the year.
A short call to understand your firm's needs, which attorney populations would benefit most, and what format makes sense. No cost for this conversation.
We put together a specific program proposal with format, timing, and content tailored to your firm's needs and attorney demographics.
The seminar is delivered in-person at your firm. Every attendee leaves with their Living Balance Sheet account activated and a personalized set of next steps.
The monthly webinar is completely complimentary to attend. Register and join us live on Zoom every last Thursday of the month at 5:30pm EST.
For in-person seminars, we will discuss format and scope during our initial conversation.
Every attendee from in-person sessions leaves with their Living Balance Sheet account activated and access to a one-on-one follow-up at no additional cost to the firm.
Join the complimentary Thursday webinar, or schedule a conversation about bringing an in-person seminar to your firm. Gain clarity on whether this is the right fit for you.