FINANCIAL PLANNING SERVICES FOR LAWYERS

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.

What We Do: Financial Planning & Business Strategy for Lawyers

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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Why Lawyers Need a Financial Advisor Who Understands Their Business

At The Lawyer Millionaire, we specialize in 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 the personal and business finances.

Our clients are lawyers and law firm owners who want:

  • A clear and personalized exit and retirement strategy

  • A financial coach for their law practice who understands the business of law

  • Investment guidance—without high AUM fees

  • A partner who treats them like a CEO, not just an account number

As your all-in-one advisor, we provide flat-fee financial planning that integrates business strategy, personal wealth planning, and exit readiness. Whether you’re focused on how to scale a law firm, plan your retirement or build 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 a law-firm-focused advisor can make?

Let's Talk

Our Process

STRATEGIC FINANCIAL PLANNING FOR LAWYERS

How Our Flat Fee Planning Program Works

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At The Lawyer Millionaire, we don’t sell products or earn commissions—we’re fiduciary financial advisors for lawyers and law firm owners, legally bound to put your interests first. As a flat-fee financial planner, 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:

  • Ongoing investment advice & portfolio management

  • Personalized financial planning for lawyers and attorneys

  • Strategic law firm business planning and growth consulting

  • Comprehensive law firm exit strategy and succession planning

  • Year round tax planning for attorneys, including deductions and entity strategy

  • Unlimited strategy sessions by Zoom, phone, and email

  • Full coordination with your CPA, attorney, and internal team

You deserve a proactive, strategic partner—not a percentage-taker. Our fee structure aligns with your goals.

GET YOUR CUSTOM PROPOSAL

Our Signature Framework: The Lawyer Millionaire Growth Blueprint

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The Lawyer Millionaire Growth Blueprint is our signature three-part framework designed specifically for lawyers and law firm owners. This blueprint follows the three stages of law firm maturity and is your road map 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.

START YOUR JOURNEY NOW

GETTING STARTED

Before diving in to a full engagement, start with your custom business & wealth game plan.

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Step 1: Intro Call

Schedule a free 20-minute Intro Call to explore your goals and see if our program is the right fit.

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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.

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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.

GET YOUR CUSTOM GAME PLAN

Our Services

WHAT WE OFFER LAWYERS: PLANNING, GROWTH, AND EXIT STRATEGY

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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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    Law Firm Business Coaching

    We work with you to develop a customized business strategy 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.

Who We Help

LAWYERS READY TO GROW, PROFIT, AND EXIT

We work exclusively with lawyers and law firm owners—because that’s where our expertise creates the most value. Our clients are growth-minded attorneys who want to grow their practice and their wealth so they can create a lasting financial legacy for themselves and their families.

  • Solo attorneys ready to implement a real law firm growth strategy

  • Small firm owners scaling to multi-attorney teams and optimizing operations

  • Partners planning their exit strategy or preparing for retirement

Ready to achieve your financial goals? Let’s talk!

SCHEDULE YOUR INTRO CALL

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.