Together Planning helps attorneys like you achieve peace of mind through comprehensive financial planning and strategic management of assets. We understand the diverse needs of attorneys in large firms and in small practices. We take the time to get to know you and your goals, and build a roadmap to help you achieve them.

Work with a fiduciary.

You act as a fiduciary for your clients, setting their best interest as your top priority.  You should expect the same from your financial advisers. We do not sell products.  We do not earn commissions.  Our only concern is finding the best investment strategy for you. We work for you, and our only revenue is the fee that you pay us.  That gives us the freedom to advise you on the best solutions to meet your individual needs.

Achieve peace of mind.

You have invested a great deal in your career, from the rigors and cost of law school to long hours in your practice.  You sacrifice your personal time for your clients and your firm.  We help you make sure that your hard work will lead to financial freedom for you and your family.  We help you navigate the whole journey from repaying student loans, to buying into a partnership or building your own practice, to positioning yourself for retirement. The result is better financial results, reduced stress, and more time to enjoy the fruits of your labor in the ways you love best.

We get things done for you.

Your time is limited and valuable.  We streamline your “to do” list and bring efficiency to your financial life by putting everything in one easy-to-understand and always-accessible place.  We stay on top of the details and keep you on track to meet your goals.  Just like you, we are available to our clients by phone, email, or text, and we often use virtual meetings to preserve your time.

Download our brochure: The Financial Life of an Attorney.

Click here for more information about our Financial Planning service.

Click here for more information about our Investment Management service.

Contact us today!

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