An approach tailored to help meet attorneys’ financial planning needs
•Complimentary initial consultation : I begin with a complimentary initial consultation to understand your financial goals and concerns, address the scope of services you are looking for as well as review fees.
• Discovery: I will review your documents, including your expenses, retirement statements, loans employer benefits, tax return etc. Sometimes recommendations change as more evidence is presented. In order to provide comprehensive financial advice, I need to have the most comprehensive data possible.
• Prioritization: Once it is concluded the data is accurate, I work with clients to prioritize goals. There may be times where goals can conflict (i.e. retiring early and paying for college). However, I can provide guidance on the impact on your own retirement in order to make an informed decision.
• Written Proposal: You’ll receive a written brief summarizing your financial picture along with our recommendations. Additionally, you’ll be able to track and modify your goals online reflecting up to date market conditions.
• Goal Tracking: I hold scheduled meetings with my clients throughout the year to provide accountability and adjust the plan, as necessary. Additionally, clients can modify their goal assumptions online. For example, determining how much sooner you can retire by saving extra per month or cutting certain expenses.
If you would like to schedule your complimentary initial consultation, click here.