L.J. Jones, CPA, CFP Candidate, Certified Student Loan Professional™
While working for a large wealth management company, I had uncomfortable conversations with people near retirement age who found out they did not have enough money to retire comfortably. It pained me to see people who spent their whole life thinking they were doing the right things financially only to find out they were nowhere close to where they needed to be. It was apparent that waiting too long before taking their personal finances seriously and a lack of personal finance education were the root causes of these unfortunate situations.
At the same time, my wife was in law school and I saw firsthand how little financial education is provided to graduating law students. In just the first 10 years out of law school, young lawyers need to figure out how much to save, invest and spend plus how to repay their student loans, buy a home, start a family, and prepare for partnership. On top of all of those financial challenges and opportunities, young lawyers also have to make these decisions while working full-time at a time-intensive job. So I set out to build a firm and a financial planning process tailored for young lawyers to educate and guide them through these decisions.
My identifies what is most important to you, analyzes your current financial situation, builds a comprehensive financial plan, implements the plan, adapts the plan as your life changes on an ongoing basis, and most importantly educates and empowers you throughout the entire process. My process helps you pay off your student loans completely, invest effectively, save and spend intentionally, and achieve your financial goals and ambitions.
When I’m not educating and planning, I am usually outside. You will find me and my family hiking and skiing in the mountains, surfing in the ocean, or somewhere in between.
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We offer financial planning solutions to Law Associates. His process identifies what is most valuable in your life. Then we work together to put your money towards those goals. I have no asset or income minimums because I believe financial advice should be available to everyone. Sign up for a free Meet & Confer meeting today at
Financial Planning for Young Lawyers
For Lawyers Who Believe Success Favors the Prepared
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Pay off student loans completely,
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invest effectively,
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spend & save intentionally
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.
I was recently interviewed by Cindy Watson on Practicing with Purpose. It was great to talk about my work in financial planning for young lawyers and how that has helped my clients be more responsible in their future endeavors.
Whether you’re a seasoned or novice attorney, For Lawyers Only: Practicing with Purpose will help you level-up your game, rekindle your passion for the law, and move to practicing with more heart and higher purpose.
Cindy Watson is an award-winning author and TEDx speaker, and on the show she interviews top attorneys and other experts about the innate power of persuasion and other tips & tools to get what you want in a law practice, business, and in life. Cindy wishes to spread the knowledge that practicing law doesn’t have the suck out your soul, and instead all lawyers can practice with more heart and warmth.
About Cindy Watson
In my featured episode, we really delved into: – Understanding finance as an up-and-coming lawyer can improve your business endeavors when opening a new firm. – Planning for retirement early. – Take in your goals and reevaluate your lifestyle yearly to know you’re on the right track. – School doesn’t teach life skills. It is up to you to learn them yourself.
You can find our podcast on all podcast platforms! If you enjoy it, please do me a favor and leave a review and let us know what part made the biggest impact!
The Financial Guide for Young Lawyers e-book is FREE right now!
This e-book highlights 10 essential financial concepts every young lawyer needs to know.
In addition to the free e-book, you’ll also begin receiving The Financial Brief. A weekly newsletter specifically written for young lawyers. It contains industry news, personal finance articles, and exciting domestic & international travel destinations!
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Your exclusive link to The Financial Guide for Young Lawyers is found in The Financial Brief headed to your inbox right now!
LJ Jones Planning Process
The Developing Financial Process is a financial planning solution built specifically for young lawyers to save time, provide tailored advice for unique financial decisions, and offer financial education so you make more well-informed decisions.
Financial Success Favors the Prepared
Why Do Young Lawyers Need Financial Planning?
Why Do Young Lawyers Need Financial Planning?
Other Solutions
Student Loan Repayment Plan
One-time plan for paying back your student loans
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Analysis of every available student loan repayment option
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Plan includes:
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A report detailing the student loan repayment option for you
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Checklist of steps in your repayment process
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Guidance on pitfalls of your repayment option
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