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Attorneys - Working with a Fee Only Financial Planner

An Associate’s Guide to Making Partner


Over the past ten years, I’ve had the good fortune to be alongside associates who’ve made partner. Through those experiences, I compiled a guide that highlights the major changes as well as what to expect before, during, and after that transition. Things like:

  • Buying into the firm

  • Changes to your tax status

  • Firm provided benefits

To get your FREE copy, complete the form below.

If you have any questions, don’t hesitate to reach out.

Download your complimentary guide, featuring practical information you can use today, by filling out the form below:

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