Our Services

A complimentary starting point to help you get organized and moving in the right direction.

We’ll work with you to identify your goals, address immediate needs, and lay out clear next steps — so you can feel more confident and in control of your financial future.

Includes:

• Introductory financial review & goal setting
• Basic investment & risk recommendations
• College & retirement planning checkpoints
• Guidance on next steps to strengthen your financial picture
• Periodic check-ins to help keep you on track

This no-cost model is ideal if you’re just starting to think about your long-term plan or want to get an objective view of where you stand.

For attorneys and firms ready for more comprehensive collaboration, we offer our full Financial Management Oversight model — where we don’t just point you in the right direction, we thoroughly map the path, monitor your progress, and adjust along the way using our state-of-the-art planning technology.

Includes:

• Everything in Foundational Strategies, plus:
• Robust, dynamic financial modeling of your full financial picture
• Ongoing monitoring & proactive adjustments as your circumstances change
• Tax-efficient cash flow & portfolio strategies
• Annual and mid-year planning reviews
• Full access to our planning and reporting technology platform

This model is ideal for clients who want clarity not just about what steps to take — but exactly how those steps fit into a bigger plan, modeled and tracked over time.

Implementation, which involves purchasing products and services, is separate and distinct from the financial planning services. Clients can, but are under no obligation to, implement the advice through us or an unaffiliated financial institution of the client's choice. Implementation of the financial planning advice is achieved through a separate relationship with the client.

For attorneys, business owners, and families with sophisticated planning needs, our High-Complexity Oversight model offers a more in-depth level of service.

This is our most advanced engagement, designed to solve multi-dimensional financial challenges while freeing you to focus on what you do best.

We don’t just plan — we orchestrate. We act as the central point of coordination among your trusted advisors to ensure your financial, legal, tax, and insurance strategies are fully aligned. If you don’t already have those professionals in place, we can also bring our own vetted network of experienced attorneys, CPAs, and insurance specialists to the table.

Includes:

• Everything in Financial Management Oversight, plus:
• Business succession & practice transition planning
• Divorce & settlement financial planning strategies
• Advanced estate & legacy strategies, including charitable giving plans
• Tax-efficient wealth transfer & liquidity planning
• Full collaboration with your legal, tax, and insurance professionals — or introductions to our trusted network
• Ongoing strategy meetings with your full advisory team to ensure cohesion
  

This model is ideal if you want one team to lead and manage the complexity for you — keeping everyone on the same page and keeping your plan moving forward seamlessly.

At Emerald Financial Attorney Advisory Group, we offer tailored educational workshops designed specifically for legal professionals. Our sessions cover key financial topics — from managing student loans and building wealth to retirement planning, tax strategies, and practice transitions. Each workshop is practical, interactive, and focused on the realities of a legal career, giving attorneys the knowledge and tools they need to make confident financial decisions. Whether for small groups or firm-wide events, our goal is to empower you and your colleagues with actionable insights that last a lifetime.

Tailored Workshops for Legal Professionals – Financial education designed specifically for attorneys at all career stages.

Key Topics Covered:

• Student loan management strategies
• Building long-term wealth and financial security
• Retirement planning tailored for attorneys
• Smart tax planning strategies
• Practice transition planning (buying, selling, or succession)

Interactive & Practical – Engaging sessions focused on real-world challenges attorneys face.

Flexible Format – Suitable for small groups, firm-wide events, or bar association programs.

Actionable Insights – Tools and strategies attorneys can immediately apply to their personal and professional finances.

Lifetime Value – Knowledge designed to empower attorneys with confidence in their financial decision-making.

We offer these workshops complimentary to our firms and law schools. This will help enhance your value proposition and have a more informed and educated community.