Proud sponsor · Houston Young Lawyers Foundation
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Concert is a flat-fee financial planning firm built for one kind of client: BigLaw attorneys and their families. No commissions, no percentage of your portfolio, no sales pitch at the end of a wine tasting.
The Tour Manager for BigLaw Attorneys™
Three things worth your time
01 Read something useful Plain-English writing on bonus season, student loans, the real math on buying a house, and what changes when you make partner. Browse the library → 02 Sidebar with a CFP® Our podcast on BigLaw money and career decisions. Good for a commute, a treadmill, or a Sunday you would rather not spend on the docket. Listen to an episode → 03 Have an actual conversation A free intro call. Thirty minutes, no prep required, and you will leave with at least one thing you can act on whether or not we work together. Schedule an intro call →Sound familiar?
- Your bonus arrives once a year and disappears in ways you cannot fully explain.
- You are saving, but nobody has told you whether it is the right amount or the right place.
- You are billing 2,000-plus hours and cannot add one more project to your list.
- You are close to a decision — house, kid, lateral move, partnership — and want a second opinion.
That is the whole job. We handle the financial side so you can go back to the practice of law.
Matt Smith, CFA®, CFP®
Founder, Concert Financial Planning · Houston, TX
Concert Financial Planning, LLC is a registered investment advisor. This page is for educational purposes only and is not investment, tax, or legal advice. Nothing here is an offer or solicitation, and no outcome is implied or guaranteed. Sponsorship of this event does not constitute an endorsement of Concert Financial Planning by the Houston Young Lawyers Foundation, nor an endorsement by Concert of any organization, and no compensation was exchanged for any client relationship.