For attorneys, especially law firm partners, time is money! It is difficult to expertly handle projects and cases while building and managing a successful practice. Likewise, it can be near impossible for you to juggle tasks in the office, and address all that is needed outside of the office, as well. You constantly grapple with the question, what is most important right now? How can I find the time to address my top priorities?
Being able to delegate personal wealth management/financial planning can not only save you time, but also money (due to smart tax strategies and investments). When considering working with a financial planner, you should look for:
For additional tips on finding a financial planner, please see this WSJ article http://guides.wsj.com/personal-finance/managing-your-money/how-to-choose-a-financial-planner/ .