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BigLaw Financial Life
Why Do BigLaw Attorneys Need Financial Planning?
What Do We Actually Do with Financial Planning?
Work with a firm that specializes in helping people like you
While every situation is different, we find some common needs among our BigLaw clients. We can help:
Organize your finances
Balance student loan repayment with short-term and long-term savings
Navigate your benefits at work to make the best choices for your situation
Determine how much you need for an emergency fund, and where to save it
Establish a “savings waterfall” to prioritize each dollar, so you know what’s left over for spending
Protect your finances from disaster through loss of employment or loss of life
Make sense of the dizzying array of investment accounts and investment options
Shield you from financial salespeople and products that may not have your best interest in mind
Give you some of your time back by serving as the go-to experts for your financial issues
Achieve confidence and security in your financial life
Serve you regardless of the amount of money you’re ready to invest
Typically, the priorities among the above list ebb and flow over time and with your life. Some of these things are handled early on and then become less pressing, while other items grow in importance. The key thing is that we develop a close relationship with you and carry a thorough understanding of your evolving situation, which makes the ongoing advice that much more powerful.
Why Concert Financial Planning?
““Financial Planning” is not a product, and a “Financial Plan” is not a static thing. Real life means that we must treat our plans as living things that evolve with our lives and laws.
Similarly, working with an advisor doesn’t have to be intimidating, confusing, or uptight. It should not be transactional, or formulaic. Each client deserves individual attention to address their most pressing matters.
I’d like to personally welcome you to relax and let us walk you through a transparent process designed to help you organize your finances and get on the right path to financial security. ”
Modern | No commissions | Fiduciary | Independent
Concert Financial Planning is a commission-free, fiduciary, and independent firm designed specifically for BigLaw Attorneys. We help you navigate important financial decisions in order to optimize your hard work and achieve financial peace of mind. Upon this bedrock, families can be grown, careers built, and passions pursued.
Modern We use the latest technology to create a warm, flexible, and secure environment for our clients to collaborate with us in a way that makes sense for them. In-person or virtually, we are here.
No Commissions We do not sell products and we are never paid in commissions. We are paid exclusively by our clients for advice, and not by any other means. This helps to reduce conflicts of interest that may arise when an “advisor” is paid by 3rd parties for selling their products to customers.
Fiduciary We legally must act in the best interest of our clients at all times. While you might think this is a requirement for all “financial advisors”, it is not, and you should ask for a fiduciary commitment from your advisor, at all times, in writing.
Independent Concert Financial Planning, LLC, is a private practice owned by the Founder, Matt Smith. We do not operate under a parent company with its own interests that may differ from clients’ interests, or that limits our ability to do what is right for the client.