During my 15 years in the financial planning industry, more than a few of my female attorney clients have grappled with the challenge of achieving work/life balance. Our financial planning firm specializes in providing guidance to high-earning, high-achieving breadwinner women, including many female attorneys. Some of them have left the practice of law altogether, while others have stayed but transitioned to different roles or employers in search of that elusive balance.
As planners, we believe our role is to help our clients find these more fulfilling roles. Their happiness and fulfillment truly affect their professional success, which in turn affects their incomes. And since our clients earn the money for their families, this income drives their ability to fulfill their financial intentions. I’ll share three client stories that can help other planners help attorney clients in search of work/life balance.


