SharpEdge Financial LLC

Financial Planning for Attorneys

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Align Your Money With
The Life You Envision

Financial Planning for Millennial and Gen Z Attorneys

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What’s standing between you and your goals?

As a young attorney, you had more time to manage your finances. But as your career has progressed, so has your life. Now, balancing a busy work schedule with growing responsibilities at home makes it tough to find time for anything else, much less your finances. Not only is time a constraint, but the growing complexity of your finances and the ever-changing economic landscape can leave you feeling overwhelmed and uncertain about your future. With our help, we can transform your overwhelmingness into confidence and your uncertainty into clarity!

We Do Things Differently

Fee-Only

Our clients pay us to give them holistic, unbiased advice. That’s it. We do not sell commission-based products, so we have the freedom to develop your financial plan and investment strategy free of outside influence.

Fiduciary

The fiduciary standard is the highest standard of care. As a fiduciary to our clients, we always make recommendations that are in your best interest, not ours.

Independent

As an independent Registered Investment Adviser, we have the flexibility to serve our clients in the way that best meets your needs.

The SharpEdge Way: Our Six-Step Process

Step 1:
Get To Know Each Other

The first meeting is a way to determine whether we’re a good fit for you. We will discuss your most pressing issues and how we can help you. If we’re not a good fit, we will point you in the right direction.

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Step 2:
Initial Recommendations and Proposal

After our introductory meeting, we will gather some of your information and put together initial, high-level recommendations. We will reconvene for a second meeting to present you with these recommendations as well as a formal proposal to work together. If you prefer going in a different direction at this point, you will at least know the areas of your plan on which to focus.

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Step 3:
Get Organized

Once you’ve signed the financial planning agreement, we get to work! The first thing we do is gather every piece of relevant information, including your most important goals, and organize the information into your personal financial planning portal. Next, we do a deep dive into your cash flow and budget to determine how much money is coming in, how much is coming out, and what’s left over to put toward your goals.

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Step 4:
Action Plan and Recommendations

This is where we craft your financial plan. You will receive a list of action items organized in a task management software, so you know exactly what you need to do to achieve your goals.

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Step 5:
Implement

As the great Nelson Mandela once said, a “vision without action is just a dream.” In this stage, we ensure those timely action items get done and checked off the to-do list!

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Step 6:
Monitor and Review

To ensure you stay on track to achieve your goals, we will meet periodically to update your financial plan and address any new issue that arises.

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As Seen In

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Project-Based Planning Pricing

Ongoing Planning Pricing

Ongoing Planning +
Investment Management Pricing

Same pricing as the Ongoing Planning model, plus an additional Investment Management fee based on the schedule below.

Assets Under Management

Fee

Under $500,000

0.70%

$500,001 to $1,000,000

0.60%

$1,000,001 to $3,000,000

0.50%

$3,000,001 +

0.40%

Fee schedules are subject to change.

Wondering how much you should have saved for retirement by now? Get our Retirement Checkpoint report.

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By submitting this form, you consent to receive future marketing communications from SharpEdge Financial LLC. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting your privacy, please review our Privacy Policy.