With this FREE checklist, you'll be guided through the foundations of personal finance - from calculating and maximizing your compensation to protecting your assets, investing for your future, and building wealth worthy of your legacy.
The no-ego introduction to personal finance you should have been offered in law school.
for the junior lawyer
Learn how to understand your total compensation and employee benefits.
Pay yourself first with an optimized budget.
Protect your assets.
Invest for your future and plan your legacy.
Minimize your taxes.
Leverage my years of research and countless financial wins (and mistakes!) to set yourself on the right financial path.
My personal finance journey started as a kid when my mom taught me to allocate my allowance into buckets (invest-save-spend), and evolved during college, law school, and as I navigated my legal career from federal judicial clerk to Big Law associate to in-house lawyer. I've earned, spent, and invested millions and I'm here to educate and empower you on your personal financial journey.