Financial Planning Month

Financial Planning Month

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Financial Planning Month 

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Lawyers FinancialCBIA

Financial Planning Month is an annual event for lawyers to take stock of their investments. Are they meeting your goals, getting the returns you expect and creating enough wealth for your retirement needs? It’s all too easy to get caught up with your day-to-day work and ignore your long-term goals of financial security. 

Lawyers Financial can help you evaluate your investments and achieve your goals, Lawyers Financial has a comprehensive suite of financial solutions and advisory services for lawyers, their families and staff. 

As a not-for-profit organization -- specifically created for lawyers – Lawyers Financial measures success in satisfied clients, not dollars.  

Financial planning tips for lawyers

In a year that will go down as one of the most unpredictable years many of us have experienced, Financial Planning Month – October – is a good time to review your plan and take some practical steps to ensure you are well prepared for 2021.

When should a lawyer get an advisor

“It’s never too early to get a financial advisor,” says Dawn Marchand, Chief Executive Officer of Lawyers Financial. She adds, “professional advice will help you to both build and protect wealth as you move through your career.”