Financial Planning for Millennial and Gen Z Attorneys
Aligning your money with the life you envision means using your finances intentionally to support what matters most to you—whether that’s more time with family, career flexibility, or travel. It’s about making financial decisions that reflect your values, so your money becomes a tool for living the life you truly want.
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.
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.
As an independent Registered Investment Adviser, we have the flexibility to serve our clients in the way that best meets your needs.
The testimonials provided are by current or former clients of SharpEdge Financial. Clients were not compensated for providing them, and no material conflicts of interest exist that would affect the content of these statements. Testimonials may not be representative of the experience of all clients.
Before we can do any type of planning, we need to know where you want to go. In this step, we dive deep into your goals and what you want to accomplish, so we can align your money with the life you envision.
Once we know where you want to go, we get to work! The first thing we do is gather every piece of relevant information and organize it into a cutting-edge personal finance 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.
This is where we craft your financial plan. You will receive a list of concrete action items neatly organized in your financial portal, so you know exactly what you need to do to achieve your goals.
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!
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.
Joel founded SharpEdge Financial on the belief that working with a financial planner should never depend on purchasing a product or investing assets. Instead, each relationship is tailored to the client’s unique circumstances at that moment. Put simply, what matters most to you is what matters most to him.
Drawing on his perspective and experience, Joel provides clear strategies and solutions to the complex financial challenges his clients encounter every day.
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Coming soon. Reach out to info@sharpedgefinancial.com for more information.
|
Assets Under Management |
Fee |
|---|---|
|
Under $500,000 |
1.00% |
|
$500,001 - $1,000,000 |
0.80% |
|
$1,000,001 - $3,000,000 |
0.60% |
|
$3,000,001 - $10,000,000 |
0.40% |
|
$10,000,001 + |
0.25% |
Fee schedules are subject to change.
