Our Process

We built the following process specifically to help lawyers design, implement, and maintain a financial plan tailored to their needs and objectives.

Our five-step process tells you in plain English what you can expect from us, and what we will expect from you if we work together.


STEP 1: MEET AND CONFER

We have a phone call to learn about what’s important to you.
 


STEP 2: REVIEW AND SIGN CO-COUNSEL AGREEMENT

We send you an agreement proposing what services we would provide and what we would charge for them. If you choose not to proceed, you owe us nothing.

STEP 3: CONDUCT DISCOVERY

You help us learn more about you by responding to our Financial Planning Interrogatories and Request(s) for Production.


STEP 4: TRIAL NOTEBOOK

We deliver a Financial Trial Notebook (also known as a Financial Plan) to you.


STEP 5: READY FOR TRIAL!

If you have engaged us for ongoing support to help you implement the Plan, we do so.

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