For Lawyers Who Believe Success Favors the Prepared
Financial Planning for Young Lawyers
Pay off student loans completely, invest effectively, spend & save intentionally
Firm Philosophy
Young lawyers deserve financial planning that is educational, collaborative, and affordable.
I believe young lawyers make better financial decisions when they are well educated about their personal finances. The Developing Financial Process is an educational and collaborative financial planning process designed specifically for young lawyers. This affordable and accessible process allows you to be financially proactive rather than reactive, empowering you to live a rich and valuable life while reducing financial stresses.
As Seen In:
It’s an Emergency If You Don’t Have an Emergency Fund (American Bar Association)
Is it Better to Pay Down Student Loans or Buy a House? (BigLaw Investor)
Counseling young lawyers on cash flow management (InvestmentNews)
Can Lawyers Save While Paying Student Loans (American Bar Association)
Financial Planning for Working Parents (Women’s Bar Association of DC)
See all of the 20+ articles, podcasts, and publications L.J. Jones is featured in
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L.J. Jones
CPA, CFP Candidate, Certified Student Loan Professional™
Who Are My Clients?
My typical clients are 20 to 45 years old. They are early and mid-career households enjoying the rewards of working as a lawyer.
Many of my clients work in:
BigLaw firms
Small and Mid-size firms
In-House Counsel
Government roles
You Might Be a Good Fit If:
You recognize time is valuable and want to delegate managing your personal finances so you can focus on your personal and professional life
Are looking for an ongoing, collaborative partner who understands the unique financial challenges and opportunities lawyers face
Have no interest in researching and making financial decisions on your own
Why I Serve Lawyers:
“I don’t understand my finances. Can you help me?” When my wife was in law school, I had a few of her friends ask me to educate them on their personal finances.
I noticed law school teaches young lawyers how to be great lawyers, but not how to manage their finances.
They came to me with questions on repaying their student loans, how to invest, how much insurance is appropriate, and how to save and spend their paychecks.
Many of them wanted to manage their finances, but were overwhelmed by the time demands of their jobs and the complexity of their personal finances.
So I set out to create a financial planning process to provide financial education and 1:1 guidance to ensure they made good financial decisions early in their careers.
Setting a strong financial foundation early then allows them to afford their future personal and professional goals
How I Charge For My Financial Planning Process:
I want everyone to have access to quality financial advice so my fee structure reflects this. For ongoing financial planning, I charge an annual fee of 2% of your income which is paid monthly. There is no asset minimum or income minimum. This fee provides you with year-round financial guidance and planning from a professional who understands the unique financial questions you have as a lawyer.