Financial Planning for

Law Firm Owners

At The Lawyer Millionaire, we provide proactive, year-round financial guidance tailored specifically to the unique needs of attorneys. Our transparent, flat-free approach allows us to provide straightforward advice on everything from tax planning and wealth optimization to business growth and succession planning.

Our Areas of Focus

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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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    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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    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.

Our Areas Of Expertise

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.

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Specializing in Serving Law Firm Owners

Law firm owners face unique financial challenges—from irregular cash flow and tax complexities to business growth and retirement planning—yet many financial advisors don’t understand the legal industry. At The Lawyer Millionaire, we specialize in cash flow management, profitability strategies, and long-term wealth planning designed specifically for attorneys.

Ready to take control of your financial future?

Membership

BECOME A MEMBER

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Membership Options

With flexible membership tiers, you’ll receive strategic financial guidance, business growth strategies, and hands-on support to help you scale your practice and your wealth. Explore the membership level that fits your needs.

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Foundation Membership

Perfect for solo attorneys & small firm owners.

  • Year-round financial planning and business planning support.

  • Tax return reviews and proactive tax planning

  • Dedicated financial team.

  • Monthly strategy session via Zoom.

  • Customized planning schedule with monthly deliverables.

  • Access to networking events and exclusive community.

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BEST VALUE

Premium Membership

For attorneys looking to grow and optimize their practice. Everything in Foundation, plus:

  • One on one business planning intensives

  • Value Acceleration Methodology from EPI

  • EOS framework implementation

  • Strategic business planning software

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360 Membership

For law firm founders at the top asking “What’s Next?”

  • Great investment planning support

  • Tax, wealth, and business strategy

  • Executive health coaching program

  • Personal branding, legacy and visibility

  • VIP events and masterminds

  • Work directly with Darren

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Month 1: Discovery Call

Start your journey with a comprehensive discovery call to help us understand your goals, challenges, and lay out a vision for your financial future.

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Month 2: Tech Set Up

Seamlessly integrate cutting-edge financial technology to streamline your financial planning with minimal time investment and allow us to track your monthly deliverables.

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Month 3: Preliminary Financial Plan

Receive your personalized financial plan, customized to your specific needs and objectives to begin following your financial roadmap.

Our Services

WHAT WE OFFER

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    Financial Planning / Retirement Planning

    We create personalized financial planning strategies designed to align with your lifestyle, values, and long-term goals. Whether you're planning for retirement or navigating major life transitions, our process helps you stay organized, intentional, and prepared for what’s next.

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    Tax Planning - Year-Round and Proactive

    We help you integrate tax-conscious strategies into your financial plan by collaborating with your CPA or tax advisor. Whether you're seeking proactive planning support or coordination around key tax decisions, we aim to align your financial goals with a thoughtful, informed approach.

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    Budgeting and Cash Flow Planning

    We provide guidance on organizing your cash flow, evaluating spending patterns, and creating systems to support both near-term objectives and long-term financial planning. Our approach is structured to help you make informed, intentional financial decisions.

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    Business Growth

    We work with you to develop customized business strategy plans focused on sustainable growth and long-term value. Our goal is to support the strategic direction of your firm and help you make informed decisions aligned with your vision and legacy.

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    Exit and Succession Planning

    We help you prepare for a future transition—whether through a sale, succession, or other exit strategy—by focusing on planning that supports business continuity and long-term value. Our approach is designed to align with your personal and professional goals while coordinating with your broader advisory team.

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    Investment Strategy / Portfolio Management

    We develop investment strategies tailored to your goals, time horizon, and risk tolerance, with a focus on long-term planning and disciplined portfolio management. Our objective is to support your broader financial plan through informed, research-driven guidance.

Why Choose Us?

  • Designed for Lawyers

    Tailored expertise to help lawyers and law firm owners navigate the unique challenges of your profession.

  • Beyond Financial Planning

    Our system helps you succeed in all areas of your life, not just your finances, with customized business strategies and a network of like-minded peers.

  • Transparent and Proactive

    We offer proactive, year-round planning support through a flat monthly fee model. Our structure is designed to reduce conflicts of interest, promote transparency and align with your ongoing financial and business needs.

WHAT MAKES US UNIQUE

FREQUENTLY ASKED QUESTIONS

  • 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. 

  • 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.

  • 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.

  • 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.

  • We do not prepare or file tax returns. However, we can collaborate with your tax professional to help ensure your financial plan aligns with your overall tax strategy. If you need a tax preparer, we’re happy to provide referrals to third-party professionals upon request.