WHAT IS COMPREHENSIVE
FINANCIAL PLANNING?
ZZ Planning helps with every aspect of your life that deals with money. If it has a number on it, I help you with it.
CASH FLOW AND
DEBT MANAGEMENT
Pay down your debt, enjoy your money and save for the future.
EMPLOYEE BENEFITS
Take advantage of what your firm offers.
EDUCATION
Pay off your student loans. Or save for your kids' college.
INSURANCE
Buy the insurance
you actually need.
INVESTMENTS
Evidence-based investing, tailored to you and your goals.
TAX
Pay the taxes you need to pay—and nothing else.
RETIREMENT
Plan for your departure from the law, in 4 years or 40 years.
ESTATE PLANNING
Get an estate plan that protects you and your loved ones.
is financial planning
right for you?
ZZ Planning specializes in working with young lawyers—ones who are ready to get serious about their financial future.
​
Until now, maybe you haven't given your finances much thought. Maybe you're paying off your student loans on the default repayment plan. Or maybe you're in the default investment option in your firm's 401(k).
​
​But you can't default your way into the future you want. You need to plan for it, and work for it. That's where ZZ Planning comes in.​​​​
YOU HAVE PERSONAL GOALS
YOU HAVE PROFESSIONAL GOALS
YOU WANT
EXPERT ADVICE
​What do you want to do with your life?
​
-
Buy a home
-
Have kids
-
Travel the world
-
Retire early
Amazing. But each of those decisions raises financial questions.
Every young lawyer faces the same question: how long do I stay at the firm?
​​
-
Maybe you want to be a partner or of counsel
-
Or lateral to a smaller firm
-
Or go in-house
-
Or to the government
-
Or do you leave law entirely . . .
As a lawyer, you'll be faced with unique questions:
​
-
"My firm announced a summer bonus. What should I do with it?"
-
"I'm going to be an AUSA. How do I deal with the drop in income?​"
-
"I just made partner. How am I going to satisfy the capital contribution?​​​"
HAVE THE MONEY TO BUILD THE LIFE YOU WANT
WHATEVER CAREER MOVE YOU MAKE, BE READY FOR IT
ASK THE RIGHT QUESTIONS,
GET THE RIGHT ANSWERS
ASK THE RIGHT QUESTIONS,
GET THE RIGHT ANSWERS
As a lawyer, you'll be faced with unique questions:
​
-
"My firm announced a summer bonus. What should I do with it?"
-
"I'm going to be an AUSA. How do I deal with the drop in income?​"
-
"I just made partner. How am I going to satisfy the capital contribution?​​​"
YOU WANT
EXPERT ADVICE
Every young lawyer faces the same question: how long do I stay at the firm?
​​
-
Maybe you want to be a partner or of counsel
-
Or lateral to a smaller firm
-
Or go in house
-
Or to the government
-
Or do you leave law entirely . . .
WHATEVER CAREER MOVE YOU
MAKE, BE READY FOR IT
YOU HAVE PROFESSIONAL GOALS
HAVE THE MONEY TO
BUILD THE LIFE YOU WANT
YOU HAVE PERSONAL GOALS
​What do you want to do with your life?
​
-
Buy a home
-
Have kids
-
Travel the world
-
Retire early
Amazing. But each of those decisions raises financial questions.