I'm a Certified Financial Planner™ who works with Biglaw attorneys.We specialize in helping our clients convert their Biglaw income into wealth.And we have a proprietary framework to do that.It's called Biglaw Income Optimization™. We focus on three core planning areas (The 3 M’s) to help you build wealth in a predictable manner:1. Minimizing Taxes → So you keep more of each paycheck2. Monitoring Spending → So you avoid Golden Handcuffs3. Maximizing Savings → So you build a passive income machineWe can achieve superior results than our competition by pulling those 3 levers.And to be clear I'm not claiming to be better.I'm saying we’re different than the other advisors cold calling you daily.In fact, the point is we don’t have competition. We created a whole new category of financial advice.So if you want an insurance product or an investment portfolio—you have plenty of choices.If you want a proven system to build financial independence from a Biglaw income—you will need to come talk to us :)Whenever you're ready, there are 2 ways I can help you:1) Download a free copy of my e-book: https://biglaw.tacticalwealthpartners.com/biglawfreedom2) Schedule a 15-minute introductory call with me: https://calendly.com/tacticalwealthpartners/15min
Listed skills include Financial Modeling, Investments, Valuation, Finance, and 4 others.