Financial planning built for the realities of a legal career — billable-hour burnout, uneven cash flow, partnership decisions, and the wealth you're too busy to manage.
You earn more than 95% of the country — and you have less time than anyone you know to manage it.
Every hour has a dollar value attached, and your finances always lose the priority battle to clients, court dates, and firm demands.
Draws, distributions, bonuses, capital contributions, K-1s — attorney compensation doesn't fit a standard planning template.
High income and a public professional profile mean higher taxes, higher liability, and a bigger cost for getting it wrong.
Attack student loans strategically, build savings habits early, and set the foundation before lifestyle creep sets in.
Evaluate the partnership offer, plan for capital contributions, and manage the shift from W-2 to K-1 income and quarterly taxes.
Maximize retirement plans, manage concentrated income tax-efficiently, protect your family, and design the exit on your terms.
It depends on the firm's economics, the financing terms, your cash position, and your career goals. We model the buy-in against your full financial picture so the decision is made with numbers, not nerves.
Nearly everything: quarterly estimated taxes, self-employment tax, retirement plan options, and benefits you now fund yourself. This transition is one of the most valuable times to get a real plan in place.
The honest answer: it's math plus psychology. We compare rates, tax effects, and your goals — then build a payoff-and-invest strategy you'll actually stick with.
Closely. Think of us as the quarterback — we coordinate with your tax and legal professionals so every part of your plan pulls in the same direction.
Thirty minutes with Joe could reframe how you think about your money for the next thirty years.
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