Young Partners
Young partners often face unique challenges.
We have the experience to help you.
Contact Us
Lack of time
You are busy building a practice. We respect your time and our goal is to simplify your financial life — proactive, diligent recommendations specific to your goals. Meetings are tailored to you: in person or virtual. Our dynamic web portal gives you real-time access to your investments.
Inconsistent cash flow
Though subtleties exist between firms, one constant throughout is that we help partners address inconsistent cash flow issues. An area where many new partners struggle — we help by building short- and long-term models that match your income stream. We will work with you to develop a spending strategy based on your own unique situation.
Complex retirement plans
Law firm partner retirement plans are typically complicated and intricate. Whether defined contribution, defined benefit, or non-qualified deferred compensation — we aim to design an optimal strategy for you to maximize your savings, while planning for current and future tax considerations.
Family considerations
Over the years, you may need advice and coaching on a variety of financial matters including: retirement planning, education funding, insurance, estate planning, vacation homes and care for aging parents. We will be here to guide you through these life events and identify others not considered to help you and your family pursue your financial goals and objectives.