Financial Planning for Attorneys
As a lawyer, serving your clients is a fulfilling task. However, balancing the demands on your time from your clients and your personal commitments may mean you don’t have time to spare.
You know the value of professional advice, and without time to devote to your personal financial plan, it may be easily neglected. Your unique ability is serving your clients well. Having a sound financial planning process will help you to be more efficient with your time and your money.
You may also own your entire practice or be a partner/shareholder, which adds more complexity to your financial plan. This impacts your current tax planning, cash flow and retirement planning, and employee benefits.
How Timberchase Financial Can Help Attorneys
Having advisors with experience working with business owners, and who are business owners themselves, will give you confidence that you have the right strategy in place.
At Timberchase Financial, we offer integrated and comprehensive advice for your situation. As a fee-only firm, we do not accept commissions or income from any outside source. This allows us to have a conversation that is free from conflicts of interest and to advise you toward a thoughtful path that is cost effective, tax efficient, and customized for you.
We are positioned to help you gain control of your money to make the most of your wealth, make work optional, and help you focus your time on what is most important to you.
We believe real wealth management is a complete approach to addressing your entire financial life, defined as the sum of investment consulting, advanced planning, and relationship management. If you would like to start a conversation about how our CERTIFIED FINANCIAL PLANNER™ professionals may be able to help with your financial plan, please contact us.