For attorneys
Associates, non-equity partners, and equity partners face a financial picture most advisors have never actually planned around. We have.
What makes a legal career different
Associate bonus scales that shift year to year. The jump from a W-2 salary to K-1 partnership income, with quarterly estimates and self-employment tax that catch new partners off guard. Capital contributions and equity buy-ins that arrive with little notice. Long hours that leave no time to research any of it properly.
Most financial advisors build one plan and apply it broadly. We built our practice around this specific income pattern, because it genuinely behaves differently than a typical salaried career.
Where we help
Quarterly estimated tax planning, self-employment tax strategy, and cash-flow planning around irregular draws.
Structuring savings and tax moves around bonus scales and comp cycles that shift year to year.
Capital contribution planning, buy-in financing, and understanding what your equity stake means for your balance sheet.
Coordinated with your own firm's expertise where useful, built to keep pace as your income and estate grow.
Why it matters
A plan built around how your income actually arrives is worth more than a generic one applied after the fact.
Get started
Talk through where things stand — your comp structure, your timeline, what you're already unsure about.
Schedule a conversation