Financial Planning for Lawyers

gavel and law book sitting on desk

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.

Financial Planning

$99
/month
+
$0 enrollment fee
At this pricing, you’re getting:
  • Financial Planning
  • Cash Flow Management
  • Insurance Advice
  • Retirement Savings Planning
  • Student Loan Advice

Add Additional Services:

+ 0.49% AUM (assets under management)

At SLP Wealth, we offer a comprehensive investment management service designed to streamline and enhance your financial services experience.

Go to Pricing

1For a limited time, just $99/month for financial planning (normally $199/month), and we’ll waive your set up fee ($0 instead of $1,000). That’s about 67% 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!


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.