Financial Planning for Lawyers
Lawyer-specific financial planning services
You've navigated the challenging path of law school and emerged as a skilled advocate for justice. Your intellect and determination have brought you this far, demonstrating your ability to tackle complex challenges. When managing your finances, we recognize your capability to make informed decisions.
Just as successful legal representation often involves collaboration within a legal team, achieving financial prosperity can also benefit from a team approach. At SLP Wealth, we offer financial planning for lawyers with access to fiduciary financial experts who understand the unique challenges and opportunities that lawyers like you face.
Wondering if you can retire comfortably? Dreaming of purchasing your ideal home or planning for other significant life milestones? Concerned you might be missing out on tax-saving strategies? Stop questioning yourself. Let's work together to explore the possibilities for your financial future.
Schedule a call with our Lawyer-specific financial planning team today. Let us help you navigate the path to financial security and peace of mind.
Hey y’all, I’m James, a financial planner with SLP Wealth. I graduated from the University of North Carolina Chapel Hill in 2014. During my senior year, I learned everything I could about personal finance and financial wellness in order to have an antidote to the financial instability I experienced growing up.
Before I received my first paycheck, I had a financial plan for myself, which allowed me to enjoy life at the time while also saving money for my future. Those savings allowed me to leave my job at an insurance company after about a year and take some time off. After this valuable opportunity to reflect, I realized that my calling was to become a financial planner and help others experience the same freedom and peace of mind that I experienced.
I worked for several independent financial planning firms and earned the CERTIFIED FINANCIAL PLANNER® designation in 2018 before starting Mwombela Financial Planning in 2021. I wanted to focus on providing high-quality service to the clients I want to serve without pressure to attract clients who are already wealthy, pressure to grow as quickly as possible, or pressure to sell financial products to clients.
I met Travis and joined the Student Loan Planner team in 2022 as a Student Loan Advisor part-time. I earned the Certified Student Loan ProfessionalTM designation so I could properly advise clients with six-figure student loan balances who are trying to figure out the best strategy for handling their loans. When Travis told me that he wanted to start a financial planning firm, I merged with him and the rest of the team because I knew we could accomplish more together than we could as individual practice owners.
I have a passion for helping professionals of color and first-generation wealth builders. I live in Durham, NC, with my wife, Rachel, and our dog Riley. In my free time, I like to go to the gym, do yoga, learn about history, play basketball, expand my music library, and explore the outdoors.
Scotty McDonald is a Certified Student Loan Professional (CSLP®), holds a FINRA Series 65 license and is a Candidate for CFP® certification. Scotty has a great passion for helping others realize the peace of mind that financial clarity can provide. He has a deep empathy and curiosity for each individual’s circumstances derived from his wide range of life experiences as a small business owner (commercial photographer) and Environmental Scientist in the public sector. Scotty has firsthand student loan expertise from community colleges, private and public universities and specializes in helping public servants achieve Public Service Student Loan Forgiveness.
When not helping folks with student loans achieve financial freedom, Scotty is very likely going on long trail runs near his home in Santa Cruz, California.
Kathleen Boyd is a financial planner who holds the CERTIFIED FINANCIAL PLANNER Professional™ (CFP®), Certified in Blockchain & Digital Assets (CBDA), and Certified Student Loan Professional (CSLP®) designations. Kathleen has worked in the financial services industry for over 10 years, having started her career in private wealth managing investment portfolios for institutional clients and working in boutique advisory firms providing comprehensive financial planning services for individuals. She is a proud first-generation college graduate and understands first-hand what it feels like to be saddled with education debt, having financed her own college education with student loans.
Kathleen lives in Southern California and loves to spend her free time enjoying everything the city has to offer, from the beautiful sandy beaches to weekend festivals and the occasional California burrito. Kathleen is also a faculty member in the Graduate Department of Family Financial Planning at Oklahoma State University.
Financial Planning
- Financial Planning
- Cash Flow Management
- Insurance Advice
- Retirement Savings Planning
- Student Loan Advice
Add Additional Services:
At SLP Wealth, we offer a comprehensive investment management service designed to streamline and enhance your financial services experience.
Tax planning, filing*, and services for:
- Individual W-2, K-1
- Single member LLC or Sole Proprietorship
- Amendments for student loan strategies
- Married filing separately included!
*Please visit slpwealth.com/tax-agreement for complete details
Tax planning, filing*, and services for:
- All services and filing from Personal tier above
- S-Corp return filing
- Tax planning
*Please visit slpwealth.com/tax-agreement for complete details
1For a limited time, just $149/month for financial planning (normally $199/month), and we’ll waive your set up fee ($0 instead of $1,000). That’s about 50% off your first year financial planning fee. Those fees are not locked in forever (thanks inflation), but once you sign up, we’ll keep you locked into that monthly rate as long as we can!
$149/month pricing goes into effect on January 1, 2025. November and December 2024 billed at introductory $99//month rate.
If you have a large student loan balance, you will have to complete a student loan consultation with Student Loan Planner to qualify for the discount above. Otherwise you will be subject to normal pricing of $199/month and $1000 enrollment fee.
Testimonials
John
Lawyer“I enjoy the updates on student loans. For the first time since I started paying student loans (20 years) I feel like I have an understanding of what the latest changes are and confidence that the route we are taking is the right one.”
Jared
Lawyer“It feels like SLP understands the unique challenges of being a professional stuck with a sizeable SL debt. It’s reassuring that SLP are experts in this area and approach their clients without judgment and with a plan.”
Angela
Lawyer“I like that my advisor helps me to set goals and gives me concrete action items to stay on track”
Disclaimer:
These testimonial statements were provided by current clients in response to client satisfaction surveys. Clients who completed surveys were eligible to participate in a drawing for a gift card awarded to a survey participant chosen at random, not based on survey responses.
