You spend countless hours preparing for your next trial or deal you will close. Your finances deserve the same level of attention and planning. Busy attorneys often don’t have the time or inclination to properly plan for all the complexities of their financial condition.  We built the following process specifically to help lawyers design, build, and maintain a financial plan tailored to their unique needs and objectives.

Step 1: Local Rules

Our Local Rules and Pursuing a Better Investment Experience brochure tell you in plain English what you can expect from us and what we will expect from you if we work together.

Step 2: Meet and Confer

If you agree with the Local Rules, we have a 30-minute call to learn about what’s important and of concern to you.

Step 3: Conduct Discovery

You help us learn more about you by responding to our Interrogatories and providing us with documents and information responsive to our  Request for Production.

Step 4: Scheduling Order

We send you a proposed Scheduling Order (also known as a draft Investment Policy Statement).

Step 5: Financial Co-Counsel Agreement

We send you a Financial Co-Counsel Agreement confirming what services we will provide and what we will charge for them. If you choose not to proceed, keep the Investment Policy Statement free of charge.

Step 6: Trial Notebook

We deliver a Financial Trial Notebook (also known as a Financial Plan) to you within 60-90 days of you signing an agreement with us and delivering the documents and information responsive to our Interrogatories and Request for Production.

Step 7: Ready For Trial!

If you have engaged us only to prepare your Financial Plan, you begin trying your case yourself (ie. implementing your Plan).  If you have engaged us for ongoing support to help you implement the Plan, we work with you to do so!

Step 8: Ongoing Services We Provide

If you hire us to implement your Plan, we do that and your fee also entitles you to the ongoing services and support summarized in our Service Calendar.


*Note: These scenarios are hypothetical, do not involve a MWA Member/Client, and should not be construed as advice or a guarantee of any results.


She doesn’t know how much her funds or other investments cost or whether they are properly diversified. She has two young children and wants to start saving for their education, but also wants to pay down her own student loans and save for retirement.


Several years after making non-equity partner, she took a break from practicing law to start a family. She wants advice on which she can rely because these next steps matter, personally and professionally.


Dan had a great career and has recently left his firm. He is not sure how much money he can spend per year in retirement. He is also about to purchase an annuity from a fellow member of his golf club, and wants a second opinion before doing so.

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