Financial Planning

planning partners law

Planning Challenges for Rising Partners at Top Law Firms

Attorneys at the largest, most selective law firms work in a rarefied space. They serve leading companies, advise top officials, ...

advisor designations

Advisor Designations and What They Mean

When looking for a financial advisor, you’ve probably noticed the “alphabet soup” of letter combinations that can follow an advisor’s ...


Financial Literacy and Divorce

I have been approached by many matrimonial attorneys, therapists, and divorce coaches who ask me to help their clients with ...