What we do — and how it's built for you

Six integrated service areas, each designed around the specific financial complexity attorneys navigate. Nothing generic. Nothing outsourced.
01

Cash Flow Management

Mapping income timing, managing liquidity, and planning around the irregular cash flow that comes with practicing law.
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We build a cash flow system around how you actually get paid so you know exactly what to save, spend, invest, and set aside for taxes each time money comes in. No more guessing at quarter-end.

Clients often come to us when they

Have variable distributions and no system for managing what goes where

Are preparing for a buy-in or firm launch and need to model the cash flow impact

Earn a lot but never know where it all goes

What's included

Income timing analysis

Liquidity management

Distribution optimization

Buy-in and lateral move cash flow modeling

Savings rate targeting

02

Tax Strategy

Year-round tax planning for K-1 income, estimated payments, and multi-state exposure.
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We monitor your income, distributions, and tax exposure throughout the year and adjust as things change. Your estimated payments are optimized quarterly, entity structure is reviewed as your practice evolves, and your CPA gets proactive guidance from us rather than a year-end data dump.

Clients often come to us when they

Are overpaying estimated taxes because nobody has modeled the actual timing

Have multi-state exposure and aren't sure what they owe where

Want to evaluate whether their entity structure is costing them money

What's included

K-1 optimization

Estimated tax modeling

Multi-state filing strategy

Entity structure analysis

CPA coordination

Year-end tax move planning

03

Investment Management

Tax-efficient portfolio strategy aligned with your goals and built to account for firm equity, illiquid interests, and uneven cash flow.
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We build and manage portfolios around concentrated firm equity, illiquid interests, and cash flow that arrives on its own schedule. Every decision is made with your tax situation in mind.

Clients often come to us when they

Have significant assets sitting in cash because they haven't had time to invest properly

Hold concentrated firm equity or illiquid private investments as part of their portfolio

Need a strategy that works with irregular contributions, not consistent deposits

What's included

Portfolio construction and rebalancing

Tax-loss harvesting

Concentrated position management

Cash flow deployment

Asset location optimization

04

Retirement Planning

Defining life after law and ensuring you can step away on your own terms.
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We define what life after law looks like for you and build the financial foundation to make it happen. For firm owners, that includes evaluating plan structures. For everyone, it means modeling when you can step away and what it takes to get there.

Clients often come to us when they

Are earning well but have no clarity on when they could actually retire

Own a firm and want to maximize retirement plan contributions and tax savings

Are considering stepping back and want to understand the financial implications first

What's included

Retirement plan design for firm owners

Backdoor Roth and Roth conversion strategies

Retirement income projections

Social Security optimization

05

Risk Management

Identifying coverage gaps, evaluating threats to your plan, and implementing safeguards to protect your financial future.
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Your income depends on your ability to practice. We review your full insurance picture, identify gaps, eliminate redundancies, and make sure you're protected without overpaying.

Clients often come to us when they

Haven't reviewed coverage in years and aren't sure it fits their current situation

Want to know if their disability coverage actually protects their income

Are a firm owner with questions about liability exposure

What's included

Insurance review (disability, life, umbrella, malpractice)

Liability structuring for firm owners

Coverage gap identification

Policy benchmarking

06

Estate Planning

Trusts, gifting strategies, and succession planning designed to protect what you've built and create a lasting legacy for your family.
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We work alongside your estate attorney to make sure your estate plan reflects your current financial picture, not the one from when the documents were drafted.

Clients often come to us when they

Have estate documents that haven't been reviewed in years

Want to start a gifting strategy but aren't sure how to do it tax-efficiently

Need to align their estate plan with a recent income increase or family change

What's included

Trust review and funding

Gifting strategy

Beneficiary audit

Succession planning

Estate attorney coordination

How the engagement starts

Four structured steps from first conversation to a fully implemented wealth strategy.

1

Introductory Call

A brief conversation to see if there's a mutual fit. We learn about your situation, you learn about how we work. No commitment.

2

Discovery Session

A deeper dive into your goals, values, income, tax situation, and what matters most to you. This is where we build the foundation for your strategy.

3

Strategy Roadmap

We present your comprehensive wealth strategy with specific recommendations across tax, investments, retirement, risk, estate, and cash flow. We identify action items with a clear and prioritized plan of execution.

4

Implementation

We execute in the background. Tax strategy implementation, cash flow system setup, investment buildout, and professional coordination. Asynchronous by default, meetings only when needed.

What the relationship looks like ongoing

After onboarding, your advisory relationship runs on a structured annual cadence with direct access anytime something comes up.

Q1
Jan – Mar

Tax Projection & Estimated Payment Modeling

Updated income modeling based on prior year actuals. Adjusted estimated tax payments. CPA coordination on filing strategy.

Q2
Apr – Jun

Semiannual Check-In

Progress check against wealth-building targets, life updates, and tax review.

Q3
Jul – Sep

Mid-Year Tax Check & Risk Review

Mid-year tax projection update. Insurance and liability coverage review. Identify year-end planning opportunities early.

Q4
Oct – Dec

Comprehensive Plan Refresh & Year-End Strategy

Full wealth strategy review — retirement projections, estate alignment, Roth conversions, charitable giving, year-end tax moves.

Always
Year-round

Ad-Hoc Advisory

Partner buy-ins, lateral moves, firm launches - on demand meetings as questions arise.

Investment portfolio maintenance and rebalancing
Direct collaboration with your team of professionals
Unlimited, direct access to your advisor.

Pricing

Planning-first fees. No commissions. No hidden costs.

Wealth Advisory
$10,000+ /yr
Scales with complexity
Comprehensive wealth strategy including tax planning, retirement projections, estate coordination, risk review, and ongoing advisory. Partners and firm owners typically range $15,000–$25,000+.
Investment Management · Optional
0.50% and below
Fees decrease as assets grow
First $5M0.50%
$5M – $10M0.35%
$10M+0.25%
Every engagement begins with a discovery call — no cost, no commitment.

Common questions

What's included in the annual planning fee?+
Everything outlined in the six service areas above — cash flow management, tax strategy, investment management, retirement planning, risk management, estate planning, and ongoing access to your advisor.

The goal is to remove you from the day-to-day implementation of your financial picture.
Can I start with planning and add investment management later?+
Yes. Most clients prefer to have us manage their assets due to the time intensive nature and complexity involved in successfully implementing a cohesive strategy. However, investment management is not a requirement.
How do you coordinate with my team of professionals?+
Directly. We schedule joint calls or share planning memos with your existing professionals. No client should have to play middleman between their advisors.
Do I have to move my investments to work with you?+
No. Our planning engagement stands entirely on its own. Investment management is available if it makes sense for your situation, but it's never a requirement.

See if Pace is the right fit

The discovery call is a focused conversation, no pitch, no commitment. Just clarity on whether we can help.

Book a Discovery Call