Financial Planning Services for

Law Firm Owners

At The Lawyer Millionaire, we provide proactive, year-round financial guidance tailored specifically to the unique needs of attorneys. From tax planning and wealth optimization to business growth strategies and succession planning, our conflict-free advice ensures you’re prepared for every step of your career. With a transparent, flat monthly fee, we help you take control of your finances with the same precision and strategy you bring to the courtroom.

Our Area Of Expertise

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

Our Areas Of Expertise

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.

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.

Business Growth

Customized business strategy plans to fully unlock the potential of your firm and help it grow sustainably to build and protect your legacy.

Exit and Succession Planning

Ensure a smooth transition, whether you plan to sell or pass on your practice, to preserve the value of your business and safeguard your legacy.

Investment Strategy

Grow and protect your wealth with an investment strategy tailored to your goals and risk tolerance, designed to be optimized for long-term results.

Tailored to Law Firm Owners

Law firm owners face unique financial challenges—from irregular cash flow and tax complexities to business growth and retirement planning—yet most financial advisors don’t understand the legal industry. At The Lawyer Millionaire, we specialize in cash flow management, profitability strategies, and long-term wealth planning designed specifically for attorneys.

Ready to take control of your financial future?

Choose the Membership Option That Fits Your Firm

MEMBERSHIP-BASED FINANCIAL PLANNING FOR LAW FIRM OWNERS

TAILORED MEMBERSHIP OPTIONS

With flexible membership tiers, you’ll receive strategic financial guidance, business growth strategies, and hands-on support to help you scale your practice and secure your financial future. Explore the membership level that fits your firm’s needs.

FOUNDATION TIER

Perfect for attorneys still ascending in their career.

  • Year-round financial planning support.

  • Dedicated 4-member financial team.

  • Unlimited calls, emails, Zoom strategy discussions.

  • Monthly deliverables to keep you on track.

  • Access to networking events and our Entrepreneurial Law Firm Owner community.

  • Strategic business planning software (1 seat).

  • Swag and Lifestyle package (standard).

BEST VALUE

BUSINESS TIER

For attorneys looking to grow and optimize their practice.
Everything in Foundation, plus:

  • Quarterly business coaching sessions.

  • Annual business planning intensive.

  • Annual business value assessment ($10,000 value).

  • Strategic business planning software (2 seats).

VIP TIER

Comprehensive guidance for top-performing attorneys and law firm owners.
Everything in Business, plus:

  • Monthly business coaching sessions.

  • Quarterly business planning intensive.

  • Strategic business planning software (3 seats).

  • VIP onboarding and exclusive events. 

  • Swag and Lifestyle package (deluxe).

  • Work directly with Darren.

Month 1: Discovery Call

Start your journey with a comprehensive discovery call to help us understand your goals, challenges, and lay out a vision for your financial success.

Month 2: Tech Set Up

Seamlessly integrate cutting-edge financial technology to streamline your plan to financial success and allow us to track your monthly deliverables.

Month 3: Preliminary Financial Plan

Receive your personalized financial plan, customized to your specific needs and objectives to begin following your financial roadmap to becoming a Lawyer Millionaire.

Our Services

WHAT WE OFFER

  • Financial Planning / Retirement 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.

  • Tax Planning - Year-Round and Proactive

    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.

  • Budgeting and Cash Flow Planning

    Take control of your finances by optimizing spending, managing debt, and ensuring your cash flows to supporting the growth of your short-term and long-term goals.

  • Business Growth

    Customized business strategy plans to fully unlock the potential of your firm and help it grow sustainably to build and protect your legacy.

  • Exit and Succession Planning

    Ensure a smooth transition, whether you plan to sell or pass on your practice, to preserve the value of your business and safeguard your legacy.

  • Investment Strategy / Portfolio Management

    Grow and protect your wealth with an investment strategy tailored to your goals and risk tolerance, designed to be optimized for long-term results.

Why Choose Us?

  • Exclusively for Lawyers

    Tailored expertise to help lawyers and law firm owners navigate the unique challenges of your profession.

  • Beyond Financial Planning

    Our system helps you succeed in all areas of your life, not just your finances, with customized business strategies and an unparalleled peer network.

  • Transparent and Proactive

    Conflict-free advice, proactive year-round support, and a flat monthly fee structure designed to give you clarity and peace of mind.

WHAT MAKES US UNIQUE

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 varies from client to client, but can be exponential. We see immediate wins as we uncover areas of improvement, particularly with tax planning. However, we generate the highest ROI over time as we work with you to multiply the value of your business and ultimately your wealth.

  • 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.