What Clients Come To Us With
“My CPA and my financial advisor had never spoken to each other. I found out at tax time that a decision I made around bonus season cost me thousands I could have avoided.”A common scenario for equity partners
Tax-First Financial Planning for Big Law Attorneys.
One advisor, accountable for how your compensation, taxes, estate, and investments fit together.
15 minutes, scheduled around your billable hours.
Held to a fiduciary standard, from a CFP® — the industry's leading financial planning designation.
You get advice that isn't owned by or beholden to any custodian or product shelf.
Built for Big Law pay — bonuses, K-1 income, and multiple advisors, handled as one.
“My CPA and my financial advisor had never spoken to each other. I found out at tax time that a decision I made around bonus season cost me thousands I could have avoided.”A common scenario for equity partners
“For the first time, one person actually understands my whole financial picture — and is accountable for making sure it all fits together.”A common scenario for senior associates
When your CPA, estate attorney, and portfolio manager aren't talking to each other, the cost is real:
Underneath the missed moves is a quieter cost: the nagging sense that something important is slipping through, with no one person you can call who sees the whole picture.
It shouldn't be your job to make your CPA, estate attorney, and advisor talk to each other — that's exactly what you're already paying them for. Every quarter it stays undone costs you money, time, and confidence in your own plan. You shouldn't have to manage the gaps between professionals you already pay.
Not sure which side you're on? Take the 2-minute Fragmented Advice Checklist →
Your planning priorities change with your class year. Pick yours to see what usually matters most.
Loans, your first real paycheck, and bonus withholding that doesn’t match your bracket.
Explore →Bigger bonuses, a first home, and the question of whether partnership is the plan.
Explore →Hybrid pay, capital and retirement decisions, and keeping your options open.
Explore →Title changes first. Whether you’re paid on a W-2 or K-1 depends on your firm.
Explore →K-1 income, estimated taxes across states, capital contributions, and partner-level retirement plans.
Explore →Benefits gaps, old 401(k)s, sign-on repayment, and state tax changes.
Use the checklist →The moments in a Big Law career where money decisions pile up — and we plan around.
Choose the track for your biggest decision right now — not a vague, one-size-fits-all retainer.
Best for: your ongoing, year-round tax picture
You end the year knowing your number well before your CPA has to tell you.
Choose This Track →Best for: a specific event — a lateral move, a partnership buy-in, or an equity vest
You walk into that decision with a plan, instead of finding out the tax hit after the fact.
Choose This Track →Best for: attorneys whose own estate documents haven't been reviewed in years
You know your documents actually say what you think they say — and match your accounts.
Choose This Track →Best for: counsel and senior associates heading toward partner — or new partners
You become a partner with the tax and cash-flow plan already in place.
Choose This Track →One path from first call to a plan you can actually act on — and keep acting on.
15 minutes, scheduled around your billable hours, with an advisor who works with attorneys, not a salesperson — a real read on whether we're the right fit.
One guided questionnaire — salary, bonus, partnership or equity comp, student loans, insurance, goals — so every recommendation after this is built on your actual numbers, not guesses.
Recommendations built for your tax bracket and where you are on the partnership track — not a generic model portfolio.
Not a one-time handoff — as your life changes, we keep your CPA and estate attorney pointed the same direction.
Take the free Fragmented Advice Checklist and find out, in seven questions, exactly where your CPA, attorney, and advisor are falling out of sync — and what it's likely costing you.
No email required — see your results instantly, then book a call if it's worth talking through.