Financial planning isn’t just about restraint. Sometimes the most powerful thing a planner can do is say, “Yes, you can enjoy this.”

New equity partners often face higher expenses and unpredictable income—right when they’re making permanent financial decisions. Here’s how one attorney got ahead of the stress with a thoughtful financial strategy.

Thinking about switching firms? A BigLaw Partner used our support to weigh competing offers, avoid a $250k cash hit, and choose a path that aligned with her goal of stepping away from BigLaw within a few years.

Life insurance can be an essential tool for financial security, but many BigLaw attorneys dismiss it due to aggressive sales tactics and/or based on a vague understanding of their benefit at work. Here’s what you need to know about term vs. whole life insurance and whether you need additional coverage beyond your firm’s benefits.

Most young families assume they don’t have an “estate” to worry about yet. Kids will be taken care of by family or close friends if something happens; loved ones would tell the doctors what they would want if they couldn’t speak for themselves — but without legal documents, the state may decide instead. This couple changed that.

Most people assume estate planning is for the ultra-rich, but if you don’t create your own, the state already has a plan for you, your dependents, and your assets — whether you like it or not.

A professional couple assumed their employer’s life and disability insurance was enough—until we ran the numbers. See how we helped them optimize coverage and protect their family’s future.

BigLaw disability insurance might not be as strong as you think. Learn how to protect your income and close the coverage gaps with the right strategy.

A routine check of a client’s 401(k) and HSA revealed missed contribution increases and over $20,000 in uninvested cash. By addressing these inefficiencies, we helped them maximize tax benefits and optimize their portfolio for long-term growth.

BigLaw attorneys can maximize after-tax returns by strategically placing investments in the right accounts. Learn how tax-efficient investing boosts long-term growth.

How much cash do you need on-hand? How much is too much? See how we helped a BigLaw attorney set up a structured liquidity plan, balancing liquidity reserves with investment opportunities, and bringing her peace of mind in the process.

Many people assume financing vs. buying outright is a simple interest rate comparison—but the reality is far more complex. Learn why compounding, liquidity, and loan structure matter.

BigLaw bonuses are great—until tax season brings an unexpected bill. See how we helped an attorney estimate and plan for bonus taxes to avoid surprise payments.

Today, I had lunch with an old friend. Our conversation quickly centered around some of the things we are dealing with within our respective families, conversations that many of our contemporaries can probably identify with when it comes to aging parents.

We both acknowledged that we have arrived in that time of our life, and I mentioned that I see it within my client base as well. Things are changing, and people our age are finding themselves becoming more involved in the care of their parents, or even siblings, and it’s happening as Hemmingway put it, “Gradually and then suddenly.” ***

Choosing employee benefits can feel overwhelming, especially when both spouses have options. Errors or missed opportunities can compound when somebody spends time making choices once and then continues with the same choices year after year. See how we helped a BigLaw attorney’s family optimize health insurance, HSA contributions, and insurance coverage.

Learn how BigLaw attorneys can optimize their employee benefits, including managing retirement contributions, health insurance, disability coverage, and utilizing specialized firm benefits.