FINANCIAL PLANNING SERVICES FOR LAW FIRM OWNERS
Integrated financial planning, tax strategy and filing, bookkeeping, business advisory, and investment guidance—delivered by one coordinated advisory team.
Integrated Business & Financial Services for Law Firm Owners
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Financial Planning
A personalized roadmap with tailored strategies aligned to your wealth and lifestyle goals to ensure you’re prepared to achieve your biggest financial milestones.
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![Two professionals conversing in an office setting, one holding a tablet and the other smiling and holding a pen.]()
Tax Planning
Tax strategies for your business’s needs, whether you need effective, proactive solutions for navigating complex tax laws or ongoing support to minimize liabilities and maximize revenue.
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Business Growth
A personalized roadmap with tailored strategies aligned to your wealth and lifestyle goals to ensure you’re prepared to achieve your biggest financial milestones.
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Exit and Succession Planning
A personalized roadmap with tailored strategies aligned to your wealth and lifestyle goals to ensure you’re prepared to achieve your biggest financial milestones.
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![Businessman in a suit shaking hands, holding a document.]()
Investment Strategy
A personalized roadmap with tailored strategies aligned to your wealth and lifestyle goals to ensure you’re prepared to achieve your biggest financial milestones.
WHY LAW FIRM OWNERS NEED AN INTEGRATED ADVISORY TEAM
Financial Planning
A personalized roadmap with tailored strategies aligned to your wealth and lifestyle goals to help you achieve your biggest financial milestones.
Tax Planning
Tax strategies for your business’s needs, including proactive solutions for navigating complex tax laws ongoing support to minimize liabilities and maximize revenue.
Business Growth
Customized business strategy plans to expand revenue, maximize profitability, and grow long term value.
Exit and Retirement Planning
Plan for a smooth transition and successful retirement, whether you plan to sell your practice entirely or retain ownership for passive income.
Investment Strategy
Customized investment strategies aligned with your individual goals and risk tolerance, with an emphasis on disciplined, long-term thinking.
At The Lawyer Millionaire, we specialize in integrated financial planning for lawyers who want to build wealth, grow their firms, and gain true financial freedom. We work with entrepreneurial attorneys who are ready to scale their practice and align business strategy, tax planning, and personal finances.
Our clients are lawyers and law firm owners who want:
A clear and personalized exit and retirement strategy
A financial planning team who understands the business of law
Investment guidance—without high AUM fees or product pressure
A partner who treats them like a CEO, not just an account number
As your all-in-one advisory team, we provide flat-fee financial planning that integrates business advisory, tax strategy and filing, bookkeeping, personal wealth planning, and exit readiness. Whether you’re focused on scaling your firm, planning for retirement, or building a sellable practice, we help you take control—because your value isn’t based on your portfolio size. And neither is ours.
Ready to discover the difference an integrated, law-firm-focused advisory team can make?
Let’s Talk.
Our Process
STRATEGIC FINANCIAL PLANNING FOR LAWYERS
How Our Program Works
At The Lawyer Millionaire, we don’t sell products or earn commissions—we’re fiduciary advisors for lawyers and law firm owners, legally bound to put your interests first. As a flat-fee firm, our pricing is clear, simple, and based on the value we provide—not the size of your portfolio.
For one all-inclusive monthly fee, you receive coordinated support across your firm and personal finances, including:
Ongoing investment advice & portfolio management (no AUM fees)
Personalized financial planning for lawyers and law firm owners
Strategic law firm business planning and growth advisory
Comprehensive law firm exit, succession, and continuity planning
Year-round tax planning and proactive coordination, including tax filing
Bookkeeping and financial oversight for real-time visibility
Unlimited strategy sessions by Zoom, phone, and email
Full coordination across our internal planning, tax, bookkeeping, and business advisory team, plus your outside professionals as needed
You deserve a proactive, strategic partner—not a percentage-taker. Our flat-fee structure aligns with your goals.
Our Signature Framework: The Lawyer Millionaire Growth Blueprint
The Lawyer Millionaire Growth Blueprint is our signature three-part framework—executed by a coordinated advisory team—designed specifically for lawyers and law firm owners. It follows the three stages of law firm maturity and serves as your roadmap to building a successful practice and securing long-term wealth.
Part 1: Business Expansion
We start by focusing on business expansion, helping you increase revenue and achieve sustainable growth.
Part 2: Profit Maximization
Next, we dive into profit maximization through strategic tax planning and cash flow optimization, ensuring you take home more of what you earn.
Part 3: Wealth Growth
Finally, we guide you through wealth growth, from retirement planning to legacy building, so you can step away from the day-to-day with confidence and a secure financial future.
GETTING STARTED
Before diving in to a full engagement, start with your custom business & wealth game plan.
Step 1: Intro Call
Schedule a free 20-minute Intro Call to explore your goals and see if our program is the right fit.
Step 2: Discovery Deep Dive
Dive deeper in a 45-minute Strategy Session where we’ll uncover opportunities to grow your wealth and your law practice.
Step 3: Business & Wealth Game Plan
Receive a custom plan proposal designed exclusively for you and centered around your specific personal, financial, and business priorities.
Our Services
WHAT WE OFFER LAWYERS: PLANNING, GROWTH, AND EXIT STRATEGY
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Financial Planning & Retirement Planning
We create personalized financial strategies aligned with your lifestyle, values, and long-term goals. Our planning connects your law firm income to your personal wealth plan—so every decision supports what matters most to you.
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Tax Planning & Filing - Year-Round and Proactive
We integrate tax-conscious strategies directly into your overall plan through in-house tax planning and filing, ensuring compliance, efficiency, and proactive decision-making year-round.
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Budgeting, Cash Flow & Bookkeeping
We provide integrated budgeting, cash flow management, and ongoing bookkeeping support to ensure your financial data is accurate, current, and decision-ready. This allows tax strategy, financial planning, and business decisions to work together seamlessly—grounded in clarity, not guesswork.
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Law Firm Business Advisory
We work with you to develop a customized business strategy focused on sustainable growth, reduced owner dependence, and long-term enterprise value—so your firm becomes an asset, not a burden.
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Exit and Succession Planning
We help you prepare for a future transition—whether through sale, succession, or other exit—by aligning business continuity, valuation, and personal financial goals under one strategy.
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Investment Strategy & Portfolio Management
We design investment strategies tailored to your goals, time horizon, and risk tolerance—without commissions or AUM fees—so your investments support your broader financial and business plan.
WHY LAW FIRM OWNERS CHOOSE US
Designed for Lawyers
We work exclusively with lawyers and law firm owners. We understand your cash flow, tax structure, growth challenges, and exit opportunities—because this is all we do.
Flat Monthly Fee, No Commissions
No AUM percentages. No product sales. No hidden costs. Our flat-fee structure is transparent and aligned with the value we deliver—not your account size.
Personal + Business Planning Integrated
As your integrated advisory team, we align your personal goals with your business strategy—delivering one cohesive plan because your firm and your life are deeply connected.
FREQUENTLY ASKED QUESTIONS
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You do not! While we can manage assets, you are not required to have us manage any assets for you. Asset management is a separate and optional service. We use Charles Schwab as our custodian.
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The return on investment will differ for each client and depends on individual circumstances, goals, and engagement over time. Our role is to help identify areas for strategic improvement—such as coordinating with your tax professional, reviewing your business structure, or aligning your financial plan with your objectives. While financial outcomes are not guaranteed, our focus is on providing thoughtful guidance and support to help you make more informed decisions.
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We will design a custom monthly planning schedule based on your needs. If there are areas you want to focus on or areas you do not need help with, we can modify your schedule.
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Financial planning is a continual journey. We hope to be a part of your wealth journey over the long term and feel that our value is maximized when we can work with clients over many years. You are free to work with us as long as you like.