Why You Shouldn’t Hire Us
This isn’t for everyone—and that’s exactly the point
We get it. You’ve probably seen a dozen financial advisors who promise to “manage your money,” send you a quarterly report, and then disappear until next tax season.
That’s not what we do.
And honestly?
If you’re looking for that kind of relationship—you shouldn’t hire us.
Here’s why.
❌ Don’t Hire Us If You’re Just Looking for Investment Management
If all you want is someone to manage your portfolio, rebalance once in a while, and maybe recommend a fund or two…
There are cheaper, more passive options out there.
We’re not in the business of babysitting your investments.
We’re in the business of growing your firm, building your wealth, and helping you create a life of freedom—with strategy, planning, and relentless execution across every aspect of your financial world.
❌ Don’t Hire Us If You Want to “Set It and Forget It”
Our clients don’t hire us to disappear.
They hire us to stay engaged, ask tough questions, challenge assumptions, and hold them accountable to the big goals they’ve set.
If you’re looking for a one-and-done meeting and a PDF plan you never revisit, this isn’t the place.
We work with law firm owners who want to lead like CEOs—and are ready to play the long game.
❌ Don’t Hire Us If You Don’t Want to Talk About Your Business
Most advisors stay in their financial lane.
We don’t.
We want to know how your firm runs.
Where the revenue’s coming from.
How profitable it is.
Where the bottlenecks are.
What your team looks like.
What your exit plan is—or if you even have one.
Because your personal financial success is directly tied to the success of your firm.
If you’re not open to business planning conversations, we’re not a fit.
❌ Don’t Hire Us If You Want Someone to Tell You What You Want to Hear
We’re not here to impress you. We’re here to help you grow.
That means we’re going to be honest.
We’re going to point out the blind spots.
We’re going to tell you when something needs to change.
And we’ll never sugarcoat reality—because your goals are too important for that.
✅ Hire Us If You’re Ready for a True Partner
This isn’t a sales pitch.
This is an invitation.
If you want a flat-fee, no-BS, done-for-you financial and business strategy team that’s obsessed with your success—then we should talk.
We’ll show you how to:
Get your personal and business finances aligned
Build a system for sustainable, profitable growth
Create a real exit strategy (even if it’s 10 years away)
Take control of your time, your cash flow, and your future
👉 Book a strategy call and we’ll walk you through how it all works.
PS: Still not sure? That’s okay.
Join our Lawyer Millionaire Community and see how other law firm owners are building wealth on their terms.