For established law firm owners
Your firm, your money, your future — finally on one plan.
One coordinated team sees the whole picture — your firm and your household — and builds your 12-Month Game Plan around where you want to go.
Sound familiar?
Competent advisors. No coordinated plan.
- Your CPA, your advisor, and your business coach each give you advice — and none of them talk to each other.
- The firm makes good money, but nobody is managing what happens to it.
- You keep finding out after the fact what you should have done.
How it works
Three steps. Three weeks to a clear decision.
See if we're a fit
We learn where you are and where you want to go. You decide whether we're worth a closer look.
Your Game Plan, built in 14 days
Our team runs a Business & Wealth Diagnostic on your firm and household, then walks you through your plan in the Game Plan Reveal.
Backed by our $500 guarantee.
Decide how to execute it
Implement it with us through The Full Docket for one flat monthly fee, or take the plan and run with it. If you move forward, the $500 is credited.
The $500 Game Plan Guarantee
Walk away with at least one idea you believe is worth $500 or more — for your business, your finances, or your taxes — or we'll refund your $500. No hoops, no hard feelings.
Your Twelve-Month Game Plan
One integrated plan for your firm and your family.
- A one-page Business & Wealth Game Plan: your goals, your number, and where you stand today
- Prioritized recommendations across your firm, taxes, investments, and exit — each with its estimated dollar impact
- A 12-month roadmap for both the business and the household
- A clear proposal, built around the advisors you already have
Who this is for
Law firm owners with an established, profitable practice — often thinking about the next 5–15 years, their exit, or what all this work is actually for.
Just getting started? Our podcast, book, and free resources are the better place to begin.
The Full Docket
One team. One flat fee. One strategy.
One team
A business strategist, a CPA, a CFP®, and an exit planning advisor working from the same file — so you're not the one translating between them.
One flat fee
No commissions. No product sales. No AUM percentages. Our advice doesn't change based on where your money sits.
Only law firm owners
This is all we do. We know the economics of your practice from the inside.
Questions
Before you book
Do I have to replace my CPA or financial advisor?
No. We can work alongside the advisors you already have, or take over — whichever you prefer. Your Game Plan proposal is built around your current team.
What if the Game Plan isn't worth it to me?
Then you get your money back. If you don't walk away with at least one idea you believe is worth $500 or more — business, financial, or tax — just tell us and we'll refund your $500.
What happens to the $500 if I move forward?
It's credited toward your engagement. If you decide not to move forward, the Game Plan is yours to keep and use.
What does it cost after the Game Plan?
Ongoing engagements are one flat monthly fee based on scope. You'll see exactly what it would cost in your Game Plan Reveal — no surprises.
What do I need to prepare for the Fit Call?
Nothing. Just show up. If we both decide to build your Game Plan, we'll send a secure questionnaire before the Diagnostic.
Start with a 20-minute Fit Call.
See whether one team and one plan is the right move for you.
Let's get started
Book your Fit Call
Tell us a little about you and your firm, then pick a time that works for you. It takes about two minutes.
- 1Answer a few quick questions
- 2Choose a time
- 3Meet with us for 20 minutes
Free · No obligation · Your information stays private and is used only to prepare for your call.