Attorney Transition Planning | First Light Wealth
Attorney Transition Planning

Transition Out of Law
With Clarity
and Confidence.

A structured, tax-efficient process designed for attorneys who are ready to move from practicing law to life after law—without guesswork, without regret.

Start a Conversation See the Process
Who This Is For

Not Every Attorney.
The Right Ones.

This process is purpose-built for a specific kind of attorney. If this sounds like you, you're in exactly the right place.

You're within 3–5 years of stepping away from practice—and the timeline is real, not theoretical.
You've accumulated meaningful assets over a career, but you want clarity on what "enough" actually means for you.
Tax decisions in your transition years keep you up at night—you suspect they matter, but no one's shown you the full picture.
You're unclear on the financial mechanics of exiting your practice—whether that's a sale, a winddown, or a transition to of counsel.
You feel a quiet uncertainty about what life looks like after law—not just financially, but structurally.
You want a financial advisor who understands how attorneys think—not one who'll waste your time with generic advice.
The Real Challenge

Most Financial Advice
Misses the Point
Entirely.

The industry is built around investment management. That's not your problem. Your problem is the transition itself.

  • Income in your final working years doesn't drop cleanly—it tapers, spikes, and surprises you. Most projections can't handle that.
  • The tax decisions you make between your last billing cycle and your first distribution can cost you hundreds of thousands. Or save you that much.
  • Firm exit options are murky. Whether you're winding down a solo practice or negotiating an of counsel arrangement, the financial implications are real and often irreversible.
  • There is no roadmap for "what comes next." Most advisors offer a portfolio review. What you actually need is a transition architecture.
The Insight
"The attorneys I talk to have done everything right. What stops them isn't the numbers — it's not knowing how all the pieces fit together when it's finally time to step away."
— David Hunter, CFP® · Founder, First Light Wealth
The Framework
The Attorney Transition Plan™

A Four-Phase Process
Built Around Your Exit.

Every phase is designed around the specific decisions attorneys face as they step away from practice. This isn't a generic retirement plan with legal jargon layered on top. It's a system built from the ground up for this transition.

I
Phase One
Clarity
Understand exactly where you stand today. We map your full financial picture—assets, income trajectory, firm equity, and the tax landscape you're entering.
II
Phase Two
Design
Build your transition strategy. We model the timing of your exit, structure your income bridge, and identify the multi-year tax moves that create real leverage.
III
Phase Three
Decision
Make the irreversible choices with confidence. Retirement timing, practice exit structure, Medicare enrollment, Social Security strategy—one chance to get these right.
IV
Phase Four
Transition
Execute and refine. We manage the plan through the actual transition—adjusting as income changes, monitoring tax positions, and keeping the strategy on track.
The Difference

Why This Isn't
Generic Financial Advice.

What Most Advisors Do What We Do
Lead with investment management before understanding your transition Lead with the transition plan—then manage investments in service of it
Provide generic retirement projections based on assumed savings rates Model the irregular income reality of a law practice winding down
Treat tax planning as a one-year exercise Build multi-year tax strategy around Roth conversions, IRMAA, and RMD exposure
Work with clients across many industries and life stages Serve attorneys as a specific focus — our process, our language, and our experience are built around how lawyers think and transition
Engage you when markets move Engage you when decisions need to be made—and know which ones can't be undone
Getting Started

Start With a Transition
Readiness Assessment.

Before anything else, we make sure we're the right fit for each other. That happens in three focused steps—and you'll walk away with something concrete regardless of what comes next.

Schedule Your Assessment
1
Introductory Call 20 minutes
You tell us where you are. We tell you how we work. No pitch—just an honest conversation about whether this makes sense for you.
2
Discovery Session
We go deeper. Your financial picture, your firm situation, the decisions in front of you. This is where we start to see what your transition actually looks like.
3
Initial Strategy Outline
I come back with a one-page summary of your transition—key risks, key opportunities, what needs to happen and when. You leave with something concrete regardless of what comes next.
Outcome
By the end, you'll know exactly where you stand—and whether a full planning engagement is the right next step.

Stepping Away From Law
Is More Than a
Financial Decision.

Stepping away from law means more than adjusting a portfolio. For most attorneys, it means reimagining an identity they've spent decades building — and figuring out what comes next.

If that's where you are, we'd like to talk.

Schedule a Conversation

No sales process. No pressure. A straightforward conversation about where you are and where you're headed.