Question 1

DO I NEED TO BE A PRACTICING LAWYER TO WORK WITH ZZ PLANNING?

Accepted Answer

No, I am open to working with anyone.  But I will not take on a client unless I’m confident that I can be an excellent financial planner for them.  Reach out if you would like to see if we could work together.

Question 2

WHY DO I NEED TO HIRE A FINANCIAL PLANNER? CAN'T  I DO IT MYSELF?

Accepted Answer

Of course.  You're a smart, hard-working lawyer.  But . . .

You may not like this stuff.  I love learning about personal finance.  That's why I left the law to make this my career.  But you might not be interested in it.  That's totally fine.
You're extremely busy.  If you had time to figure out your money, you would.  But you don't have time.  You have signature pages to collect, or edits to turn, or a production from the vendor to QC.  Delegate that work to me.
You want someone else to think about these issues with you.  You never want to be the only person working on a brief.  You want the comments from the partner.  You want the junior who has been closest to the documents to make sure they are all cited.  You want the paralegal to confirm the formatting.  Just like you have a team at the firm, let me be part of your money team.

Question 3

WHAT IS YOUR INVESTMENT PHILOSOPHY?

Accepted Answer

The ideal long-term investment portfolio is made up of a few globally diversified, low cost, market cap-weighted index ETFs, rebalanced periodically and infrequently.  If you don't know what that means, that's no problem; I will teach you.  If you’re looking to get into frozen concentrated orange juice futures, altcoins, or 0DTE options, I’m probably not right for you.

Question 4

CAN YOU PREPARE MY TAX RETURN?

Accepted Answer

No, I do not prepare taxes.  However, I will work with your tax professional to help with tax planning.

Question 5

CAN YOU HANDLE MY ESTATE PLAN?

Accepted Answer

No.  I do not provide any legal advice, and I do not prepare wills, trusts, or other estate documents,  However, I will work with your lawyer to help with estate planning.  Please see the legal disclaimer for more information.

FREQUENTLY ASKED QUESTIONS

DO I NEED TO BE A PRACTICING LAWYER TO WORK WITH ZZ PLANNING?

WHY DO I NEED TO HIRE A FINANCIAL PLANNER? CAN'T I DO IT MYSELF?

WHAT IS YOUR INVESTMENT PHILOSOPHY?

CAN YOU PREPARE MY TAX RETURN?

CAN YOU HANDLE MY ESTATE PLAN?