Business & Financial Planning for Law Firm Owners

Plan. Grow. Exit.

At The Lawyer Millionaire, we provide proactive, year-round financial guidance tailored specifically to the unique needs of attorneys. Our transparent, flat-fee approach allows us to provide straightforward advice on everything from tax planning and wealth optimization to business growth and succession planning.

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

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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SERVICES TAILORED TO LAW FIRM OWNERS

At The Lawyer Millionaire, we help entrepreneurial attorneys align their personal finances and firm operations to achieve true financial freedom. Our clients are law firm owners who want:

  • A clear path to financial freedom

  • A strategic partner who understands their business

  • Experienced investment guidance—without AUM fees

  • A firm that treats them like a CEO, not an account holder

As your all-in-one advisor, we offer flat-fee planning that integrates comprehensive financial planning, business strategy, and investment management—because your value isn’t based on your account balance. Neither is ours.

Ready to experience The Lawyer Millionaire difference?

How it Works

FLAT FEE PRICING

Simple. Transparent. Built for You.

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At The Lawyer Millionaire, we don’t sell products. And we don’t earn commissions. We are fiduciaries who are legally obligated to put your interests ahead of our own.

We charge one flat, all-inclusive fee that includes:

  • Ongoing investment advice & management

  • Personal financial planning

  • Business growth strategy

  • Exit & succession planning

  • Year round tax planning

  • Unlimited strategy sessions by Zoom, phone calls, and email support

  • Coordination with your CPA, attorney, and team

You need a proactive partner, not a percentage-taker. Our fee is simple, transparent, and aligned with the value we deliver—not the size of your portfolio.

Why Flat Fees Might Make More Sense

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Many financial advisors charge AUM (Assets Under Management) fees—typically 1% of your investment portfolio. That means the more you save and invest, the more they earn… without necessarily doing more work.

What’s wrong with AUM Fees:

  • Your fee increases as your assets grow—even if service doesn’t

  • Incentivizes advisors to not recommend paying down debt or investing in your business

  • Narrowly focused on investment accounts

  • May not be aligned for entrepreneurs with cash flow, debt, or firm growth priorities

A Flat Fee approach is:

  • Transparent and predictable

  • Tied to value and service, not your net worth

  • Encourages holistic planning—business, personal, and legacy

  • May be great fit for law firm owners building equity outside of Wall Street

A flat fee approach means that we work for you—not just your money.

WHAT’S THE INVESTMENT?

Our flat fee starts at $10,000/year and is based on your firm’s complexity and the level of strategic guidance you need.

Let’s talk and see if we’re a good fit. If we are, we’ll give you a flat, all-in number—no surprises, no AUM percentages, and no fluff.

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Step 1: Intro Call

Schedule a free 15-minute Intro Call to explore your goals and see if our flat-fee planning for law firm owners is the right fit.

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Step 2: Strategy Session

Dive deeper in a 60-minute Strategy Session where we’ll uncover opportunities to grow your wealth, optimize your law firm, and align your financial life with your business goals.

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Step 3: Custom Plan Proposal

Receive a custom plan proposal designed exclusively for you and centered around your specific personal, financial, and business priorities.

Our Services

WHAT WE OFFER

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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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    Business Growth

    We work with you to develop customized business strategy plans 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 It’s For

BUILT FOR LAW FIRM LEADERS

We work specifically with law firm owners—because that’s where we create the most impact. Our clients include:

  • Solo attorneys ready to grow

  • Small firms scaling to multi-attorney teams

  • Practice owners planning for retirement or sale

If you're running a practice and want experienced help to grow wealth, streamline operations, and reclaim your time—we're your team.

Ready to get started?

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.