Most lawyers I talk to are sharp, driven, and laser-focused on solving today’s problems. They’re excellent at triage—handling what’s urgent and pushing what’s important to “someday.”
And for a lot of attorneys, retirement planning falls squarely into that “someday” pile.
Not because they don’t care.
Not because it’s not important.
But because there’s just no time.
Here’s the trouble:
That “someday” pile doesn’t shrink on its own.
Years go by.
The practice grows—or it doesn’t.
And retirement isn’t a vague idea anymore. It’s coming into focus.
But there’s no plan.
No exit strategy.
No clarity.
And even when you know you should be doing something, it’s hard to find the energy.
Because retirement planning takes a different kind of thinking:
That’s why it gets pushed aside.
But the longer you wait, the fewer choices you’ll have.
Here’s the good news: you don’t have to figure it all out today.
You just need to take the first step.
Ask yourself:
“If I wanted to stop working in five years, what would need to be true?”
That one question changes everything.
From there, we can build a strategy:
Once a plan is in motion, everything starts to change:
You stop wondering and start deciding.
You stop hoping and start seeing how it all comes together.
You feel more in control—not just later, but now.
Because the best retirement plans don’t just prepare you to leave the law.
They improve how you experience it today.
If retirement planning feels too big or too vague, you’re not alone.
I work specifically with attorneys like you—busy, successful, and ready to finally move forward.
You don’t need a 50-page plan to begin.
You just need a starting point and a guide.
Let’s take that step together.
Financial Advisor