27+ Years Helping Lawyers Build for Life After Law — Without Sacrificing Today | Clarity • Intention • Legacy | Founder, The Wealthy Lawyer

Let’s be honest.

Law school didn’t teach you how to manage money — yet your financial decisions now affect everything.

I work with successful lawyers who earn well on paper, but still feel the quiet pressure of knowing their financial life isn’t as clear or protected as it should be.

Between demanding careers, student debt, growing families, and big responsibilities, many lawyers I meet aren’t worried about making more money — they’re worried about making the right decisions with what they already earn.

That’s where I come in.

For nearly three decades, I’ve helped lawyers turn high income into clear, intentional wealth by building structure around their finances — so success actually translates into confidence, security, and choice.

My work focuses on fundamentals:

• Protecting income before chasing returns
• Giving every dollar a job
• Making decisions that reduce pressure, not add to it
• Building wealth that supports life today — and life after law


Most clients reach out when they:

• Feel behind despite earning well
• Aren’t sure whether to save, invest, or pay down debt
• Worry about what would happen if they couldn’t work
• Know they need a plan, but don’t know where to start


After working together, they feel:

• Clear about their financial direction
• Confident their family and income are protected
• Grounded in a plan they actually understand and trust

You’re in the business of law — not financial planning.

My role is to bring clarity, structure, and peace of mind, so you can focus on what matters most.

Most conversations start with a simple virtual coffee — no pitch, no pressure — just clarity and a chance to see if there’s a smarter, calmer way forward.

Jeffery M. Lamont

Congratulations on making partner…
you don’t need a $257,645 car to prove you’ve made it.

Because at this stage, success doesn’t need to be signaled.

Not with suits.
Not with watches.
Not with vacations.
Not with visible upgrades.

Not because you can’t.

Because you don’t need the reminder.

You’re not trying to feel successful.
You already know where you stand.

What you’ve built is quieter than most people expect.
And steadier.

You’re not using purchases to motivate the future.
It’s already been accounted for.

At this stage, confidence looks less like display,
and more like knowing what you could walk away from — calmly.

That kind of security doesn’t draw much attention.
But it tends to last.

Jeffery M Lamont

High income doesn’t equal financial clarity. I help lawyers build wealth that gives them control — not more pressure. | Founder, The Wealthy Lawyer

Image shows a large, elegant estate with classic architecture surrounded by trees, paired with a white luxury SUV parked in the driveway. The scene conveys quiet success, stability, and understated wealth rather than flashy status symbols. The accompanying LinkedIn post speaks to lawyers who have made partner, emphasizing that true confidence and success don’t need to be proven through expensive cars, watches, or visible upgrades. Instead, it highlights calm financial security, long-term planning, and the peace of mind that comes from knowing the future is already handled.

You didn’t work this hard to make partner just to still feel this tight.

That’s the part no one talks about.

At this level, money should buy relief —
not just lifestyle,
not just options,
but space in your head.

And yet…

Last week, I spoke with a couple of partners in their 50s...
each earning 7-figures.
Both reached out for the same reason:

They felt like they should be further ahead than they are.

Not because they’ve done anything wrong.
Not because they’ve been careless.

But because responsibility kept compounding while clarity didn’t.

So the income grew… and the weight grew with it.

That’s not a spending problem.
That’s not a discipline problem.

That’s success that never got organized.

And when structure lags long enough, even very high income stops feeling reassuring.

Most people don’t realize how heavy success can feel...
until it’s theirs.

This post discusses the emotional and financial pressure experienced by senior law firm partners who have achieved high income and professional success but still feel constrained due to a lack of financial structure and clarity. It reframes the issue as an organization and planning problem rather than a spending or discipline issue.

Finally making 7-figures doesn’t create clarity...
it masks it.

I see this all the time.
Especially when sitting across the table from successful lawyers who feel they are doing everything right — on paper.

They earn well.
They save some.
They invest “enough.

From the outside, it looks solid enough.

But underneath?

Too many open questions.

• What’s the money actually for?
• When does work ease up... if ever?
• What happens if life interrupts the plan?
• Is this building freedom… or just momentum?

Most don’t have bad habits.
They have unexamined ones.

Money flowing everywhere,
but no clear structure holding it together.

And that’s where the stress comes from.

Not a lack of income.
A lack of intention.

Real progress starts when someone pauses long enough to ask:
“What do I actually want this to do for me?”

Because once that’s clear,
decisions get simpler.

Not easier.
Just cleaner.

And cleaner decisions compound faster than hustle ever will.

Without clarity, effort just compounds noise.

👉 What question about your money have you been putting off answering?

Helping Lawyers Build Long-Term Wealth — Without Sacrificing Life Today| Founder, The Wealthy Lawyer

Senior law firm partner standing in a high-rise office, looking out over the city during a reflective moment. Image represents high-income professionals facing complex financial decisions, long-term planning questions, and the need for clarity, structure, and intentional wealth strategy.

And one day, the weekends aren’t crazy or hectic anymore.

Yesterday, I went to the hockey rink.

Not for my kids...
they’re all away at university now.

But to watch my young niece,
and then my even younger nephew play.

Standing there, coffee in hand, it hit me how much I quietly miss the hustle.

The early mornings.
The away tournaments.
Going from rink to rink…
or rink to (indoor) ball practice…
living on a diet of too much coffee and fast food on the weekend.

Busy weekends had a rhythm to them.
Exhausting... but full.

Now the house is quieter.
The calendar is lighter.
And the noise has been replaced with space.

At first, that space feels strange.
Then it starts to feel… intentional.

This stage comes with more room to think.
More room to build.
More room to focus on work that feels meaningful... not just busy.

For me, that means continuing to grow Lamont Wealth Strategies,
helping lawyers bring structure and clarity to their financial lives.

And leaning further into The Wealthy Lawyer Podcast, creating conversations and resources that support lawyers wherever they are in their careers.

Different season.
Different kind of fulfillment.

Today will be quieter.
Some planning.
Some preparation for the week ahead.

And a little gratitude for the seasons that shaped us —
even the ones we didn’t realize we’d miss until they were gone.

A quiet moment at a youth hockey rink, viewed from the stands, with a coffee cup in the foreground and young players skating in the background. The scene reflects a reflective life transition, as a parent watches extended family play hockey after their own children have grown and left for school. The image and post explore changing seasons of life, quieter weekends after years of hectic sports schedules, and finding meaning, clarity, and intentional focus in midlife. Written by a financial advisor who helps lawyers bring structure and clarity to their financial lives through Lamont Wealth Strategies and The Wealthy Lawyer Podcast.

And like that…
the house is quiet again after the holidays.

No bags by the door.
No criss-crossing schedules.

Just Colleen and me...
and the three dogs (can't forget them).
A slower rhythm than we’ve had lately.

The kids are back at university after the Christmas break, and life is settling into a familiar kind of normal.

Not empty.
Just… calm.

There’s room to think.
Room to breathe.
Room to move into the year without forcing it.

It’s not about adding more.
It’s about being more intentional with what stays.

There’s plenty to plan this year.
Plenty to work toward.

But not all at once.

There’s time to ramp up.
Time to build momentum.

Hope your weekend has a bit of that quiet in it too.

Enjoy.

Helping lawyers turn high income into clarity, structure, and calm decision-making

Quiet weekend morning at home with coffee in hand, newspaper open, feet up in slippers, and a calm living room after the holidays.

Most partners earning $1M+ aren’t short on money.
They’re short on structure.

Income grew.
The plan didn’t.

I’ve spent the last 28+ years helping lawyers build wealth.
And I’ve seen what happens when momentum replaces structure.

Decisions get heavier.
Clarity gets delayed.
And nothing feels urgent...
until everything does.

That’s why my work today lives in two places:
Lamont Wealth Strategies
and The Wealthy Lawyer Podcast.

Because more lawyers are realizing something important:

It’s not their income that’s the problem.
It’s the lack of structure around it.

I work with lawyers across every stage of their career:
partners, associates, founders, solos, in-house.

Different roles.
Same pattern.

From the outside, things look fine.
Underneath, there’s weight.

• Money without a clear job
• Cash flow that feels harder than it should
• Tax decisions made reactively
• Protection gaps no one wants to think about
• And the quiet question that never quite goes away:
“Is this actually building what I want it to?”

That’s where the work starts.

Together, we simplify:
• cash flow
• savings and investments
• tax complexity
• insurance and income protection
• corporate structure
• long-term planning

Not to chase perfection.
But to create clarity.

The outcome isn’t flashy.

It’s calm.
Confidence.
And the moment someone says,
“I finally feel like this makes sense—and my family will be okay.”

That’s the work.


────
If any part of this felt familiar,
you’re not behind.

You’re just carrying more than the structure you were given.

And that’s usually where one good conversation starts to lift the weight.

No pitch. No pressure.
Just a chance to talk things through.

You don’t have to solve anything today.

Awareness counts.
Space counts.
Rest counts.

Monday can wait.
You've earned that.

No one tells you this about becoming a partner.
It doesn’t create clarity.
It creates consequence.

This is the time of year when firms start announcing new partners.

More control.
More certainty.
More confidence.

That’s the expectation.

What usually happens is quieter.

I’ve watched this shift show up again and again for years.

The work isn’t new.
But the decisions start to linger longer.

Because now:
Your name carries weight.
Your choices ripple further.
And there’s less room for “we’ll fix it later.”

Nothing’s wrong.
This is just the moment where responsibility shows up differently.

And it’s usually where the conversations start to change.

Nothing urgent.
Just important.

2025 gave me clarity...
2026 gets the work.

I’ve spent the last few weeks reflecting on last year,
and thinking carefully about what I want 2026 to look like.

The truth is,
I have a five-year plan.
And it’s ambitious.

There’s a lot I want to build.
Not just for me… but for my family, and for the clients who trust me.

I’m genuinely excited about what the next few years can bring.
But I also know this part matters:

I can’t get ahead of myself.

This week, I had conversations with two friends and confidants...
Anthony Vicino and Jodi Wilding.

Different conversations.
Same underlying theme.

Not motivation.
Not shortcuts.

Structure.
Standards.
And living the traits now,
that the future version of you will require.

Progress doesn’t come from urgency.
It comes from consistency.
From systems.
From showing up...
even when no one’s watching.

The reflection phase mattered.
It created clarity.

Now it’s time to roll up the sleeves
and do the work:
calmly, deliberately, and without drama.

Clarity first. Let the work begin.

Most partners don’t feel stressed because of the 80-hour work weeks.

They feel stressed because the money side never quite settles.

High income creates options.

But without structure, it also creates decisions that never stop competing for attention.

That’s why things feel heavier,
even when nothing is “wrong.”

This doesn’t get fixed by earning more.
It gets fixed when the financial side finally has a clear job.

That’s the shift most lawyers eventually need to make.

A senior male professional sits forward on a couch in a modern living space, hands clasped, looking thoughtful and composed. The setting is calm and uncluttered, suggesting a moment of quiet reflection rather than crisis. The image represents a high-income professional or law firm partner carrying the weight of financial decisions, long work hours, and unresolved money structure — not stress from workload, but from clarity gaps, competing priorities, and the need for a more intentional financial plan.

High income doesn’t build wealth.

It just makes the gaps harder to see.

Most people think wealth is built by earning more.
The people who actually build it know that’s only part of the story.

Over the last 28 years, I’ve worked with families across the spectrum...
including a handful with 9- and 10-figure net worths.

What stood out was never what they invested in.
It was how they behaved.

The habits that create generational wealth aren’t exclusive, exotic, or complicated.

They’re structural.
And they’re available to anyone.

There are three quiet behaviours that separate people who accumulate wealth from those who simply cycle through income.

First: they give their money a job.

Not “invest because I should.”
Not “park it somewhere safe.”

Every dollar has a role:
– growth
– protection
– flexibility
– future income

Idle money is expensive.
Even when it feels comfortable.

Second: they don’t try to avoid risk.
They manage it.

That means diversification that actually works.
Protection against what would derail the plan.
Insurance where it matters.
And fewer emotional decisions when markets — or life — wobble.

Wealth isn’t about avoiding risk.
It’s about surviving it long enough for compounding to matter.

Third: they think in decades, not quarters.

The real advantage isn’t access to “better investments.”
It’s patience.

They let time do the heavy lifting.
They reinvest.
They stay disciplined.
They adjust without panicking.

Most people interrupt compounding right before it starts to work.

Here’s the part no one loves to hear:

High income helps.
But structure is what turns income into wealth.

So if you’re earning well but still thinking,
“Why does this feel messier than it should — given how well I’m doing?”

That’s not failure.
It’s usually just missing structure.

A composed professional seated at a desk in a modern office at night, city lights visible through the window, looking thoughtful and focused. The image supports a LinkedIn post about wealth building, emphasizing that high income alone does not create wealth. The post explains that long-term wealth comes from financial structure, disciplined behavior, risk management, patience, and giving every dollar a clear role for growth, protection, flexibility, and future income. The message highlights that feeling financially “messy” despite earning well is usually a sign of missing structure, not failure.

He made $1.6 million last year and has no plan.

Not because he’s lazy.
Not because he’s careless.

Because no one ever stopped to ask:
“What’s important to you?”

Just before Christmas, a 45 year old partner reached out to me.
His income for 2025 was going to be just north of $1.6 million.

When I asked about his planning for the future…

He kind of shrugged and said:

“I don’t know. Just keep working until 60–65, then retire, I guess.”

Let that sink in.

He’s optimized everything in his practice.
Except the one thing that actually determines how this all turns out.

His future.

When we dug a little deeper, it wasn’t complicated.

He didn’t actually know where his money was going.

Not in detail.
Not intentionally.

A lot of income…
but no clear job for each dollar.

And he’s not alone.

High income doesn’t create clarity.
It delays the moment you’re forced to confront the absence of it.

Income hides messy strategy.
Until one day, it doesn’t.

Wealth isn’t income.
It isn’t assets.

It’s clarity.
Giving every dollar a job,
in service of something that actually matters.

It’s knowing what you’re building toward,
and having the freedom to make decisions without fear.

Most people don’t feel behind.
They just feel unsure what they’re actually working toward.


If that resonates, send me a DM.
Let’s talk about what clarity could look like for you.

Law partners don’t have a money problem.
They have an order problem.

After 28 years of watching this play out, the pattern is hard to miss.

By the time income peaks,
structure often hasn’t been built.

Instead, people skip ahead.

Straight to:
• investing
• optimization
• tax tactics
• “what should I do with this money?”

Before they’ve protected the one thing everything else depends on.

Income.
Liquidity.
Decisions without pressure.

That’s what this framework is meant to show.

Wealth isn’t built by starting at the top.
It’s built by getting the foundation right first —
and letting everything else sit on something solid.

Most people don’t realize where their foundation is exposed...
until life tests it.

If this resonates, you’re probably already further along than you think.

You’re not behind.
You’re just missing a bit of structure behind the scenes.

Most conversations start with a simple virtual coffee.
No pitch. No pressure. Just clarity.

Illustration titled “The Wealthy Lawyer Foundation” showing a layered financial framework built from the ground up. The foundation begins with Income Protection (disability insurance and proper life insurance), followed by Cash Flow & Liquidity (emergency funds and accessible savings), Tax Strategy (compensation planning and corporate vs personal decisions), Investing with Intention (long-term, risk-aligned strategy), and Legacy, Flexibility & Optionality (estate planning, family protection, freedom of choice). The image emphasizes that real wealth is built from the foundation up, not by starting with investing or tax tactics. Designed for law partners and high-income professionals who earn well but lack financial structure, clarity, and decision-making flexibility.

Most pressure doesn’t come from making the wrong move.

It comes from knowing the right one,
and holding it quietly for too long.

Thinking it through.
Researching it.
Talking around it.

Until doing it feels heavier than it should.

Sometimes the cleanest move
is letting someone else see the map.

Minimal illustration comparing overthinking and preparation versus taking action, showing that progress comes from doing the right thing rather than endlessly discussing or researching it.

Most progress doesn’t come from big breakthroughs.

I’ve seen this moment show up again and again with the lawyers I work with.

It shows up quietly.

• When fewer decisions follow you home.
• When the money side stops competing with everything else for attention.
• When you’re not trying to “optimize” — just making clean, calm choices.

Nothing dramatic.
Nothing urgent.

Just a bit more margin than last week.

That’s enough for today.

No one warns you about this part of becoming a partner.

The title arrives.
The expectations change.

And suddenly, the decisions multiply.

Not just files.
Life ones.

Money.
Time.
Risk.

Nothing is on fire.
But everything feels heavier.

Most new partners don’t feel behind.
They feel unsure.

And they assume everyone else has it figured out.

They don’t.

This is the point where working harder stops helping.
And structure starts pulling its weight.

Nothing to fix.
Nothing to panic about.

Just a new season...
and a new way of thinking.

Most partners I talk with aren’t struggling with money...

They’re struggling with capacity — time, energy, bandwidth, and the creeping feeling that they’re one busy season away from burning out.

But the issues almost always fall into one of these buckets:

→ Lifestyle creep
→ Tax drag
→ Cash-flow confusion
→ No real structure behind the scenes

What I’ve noticed is this:
the same few questions come up again and again.

1. If you took two weeks fully off…
would your financial life keep moving without you?

Or would everything stall until you got home?

If you can’t answer “yes,” that’s a structure problem — not an income problem.


2. If your savings only happen once everything else is paid for…
does anything actually get saved?

That’s a cash-flow timing problem.


3. If you’re earning more than you’ve ever earned…
but you still don’t feel ahead…
where is the gap coming from?

That’s lifestyle expansion without intention.


4. If you feel like you’re always “figuring it out later”…
is it because you don’t have clarity,
or because you’ve been too busy to stop long enough to get it?

That’s a planning bandwidth problem.


5. And if taxes feel like the single biggest line item in your life…
what are you doing (today) to control the future ones?

That’s a missed-opportunity problem.

Here’s the part most partners never admit out loud:

You don’t need to work harder to fix any of this.
You need visibility, structure, and a plan that actually fits the way your life moves at 40+.

It’s not a lack of money that keeps you feeling stuck…
it’s that everything still depends on you.

From the outside, things look like success:
• strong income
• growing responsibility
• more control
• more autonomy

This is what it’s supposed to feel like.

But underneath, something else starts to form.

A bottleneck.

Not because anything is wrong.
But because everything still runs through you.

Here’s the part no one warns you about:

As income rises, decisions don’t disappear.
They multiply.

More money means more choices.
More consequences.
More “I’ll deal with this later” moments.

And when structure doesn’t evolve at the same pace as income…
those decisions quietly stack themselves on one person.

You.

At first, it feels manageable.

You’re capable.
You’re disciplined.
You’ve always handled things.

So you carry it.

• Money decisions
• Protection gaps
• Tax choices
• Cash flow timing
• Long-term tradeoffs

Nothing is broken.

But nothing moves…
unless you touch it.

So things don’t get avoided.
They get postponed.

And postponement feels harmless…
until it starts to feel heavy.

This is where high earners get confused.

Because they’re doing “everything right.”

They’re earning well.
They’re responsible.
They’re saving.

Yet progress feels slower than it should.

Clarity always seems one season away.

There’s always one more thing to clean up later.

That’s not a motivation problem.
And it’s not an effort problem.

It’s a capacity problem.

There’s an invisible ceiling most high earners hit…
and it has nothing to do with income.

At a certain level, income stops being the constraint.

Mental load becomes the constraint.

Too many open loops.
Too many decisions living in your head.
Too many systems that pause when you do.

Your financial life slows down when you slow down.

That’s the tell.

The people who build lasting wealth don’t eliminate responsibility.

They redistribute it.

They stop being the system,
and start building systems.

Not to step away from their lives,
but to stop carrying everything personally.

Income gives you options.
Structure determines whether you can actually feel them.

And here’s the quiet truth:

If decisions feel heavier than they should…
If progress pauses when you do…
If clarity always seems just one season away…

You’re probably not behind.

You’ve just reached the point where effort stops helping
and structure starts to matter.

That’s not a problem.

It’s a signal.

A high-earning couple at home having a quiet, unresolved conversation at the kitchen counter, symbolizing how financial pressure and decision-making responsibility can quietly build even when income is strong.

Too many people mistake preparation for progress.

It feels safer.

Cleaner.

But clarity doesn’t arrive before movement.

It shows up after.

You don’t actually need the breakthrough you think you do...
you need a clean landing.

When partners tell me a week felt “heavy,” it’s rarely about workload.

It’s usually about:
• Too many open loops
• Money decisions lingering
• No clear system behind the scenes

That’s the part I help with.

Not motivation.
Not hustle.

Structure.
So fewer decisions follow you home.

If this week felt lighter than most, that’s usually not luck.

It’s what happens when the financial side stops competing with everything else.

Take the win.
Enjoy the weekend.
We’ll build from here.

The busy attorney's financial advisor | Putting your money where it matters most, so you can reduce your taxes today and tomorrow. Stop tipping Uncle Sam!

Hundreds of law firm owners have worked with me to cut their taxes, protect what they’ve built, and create financial freedom on their terms.

They call me The Wealth Guardian — because my superpower is helping attorneys keep more of what they earn and build a financial foundation that lasts.

Here’s what I see every day:

You’ve built a successful firm.
Clients are happy. Revenue’s strong.

But your tax bill? That’s another story.

Most attorneys don’t overpay because they’re careless.
They overpay because they’re too busy serving others to plan ahead for themselves.

That’s where I come in.

I help law firm owners simplify the complex — so they can stop tipping Uncle Sam and start building lasting wealth.

Our MPG System is built around three goals:
✅ Minimize taxes with proactive, law-firm-specific strategy
✅ Protect income and assets from hidden risks
✅ Grow wealth with clarity and confidence

We start with a simple belief: serve the person, not sell the product.
No cookie-cutter plans. No pressure. Just smart strategy that fits your life and your firm.

A little about me:
I’m a Chicago guy at heart, a lifelong baseball fan (had a little trouble with the curve), and now a Florida resident who still bleeds Blackhawks red. I’m also a proud dad to a physician assistant daughter and an active member of AHEPA, raising scholarship funds for local high school seniors.

Next step:
If you’re ready to see how smart tax and financial planning can create real freedom — let’s talk.
📩 Book a 20-minute Ask-Frank-Anything session — no pressure, just real insight.
📞 954-253-5508
📧 frank@palmwealthpartners.com

P.S. You’re gonna love the way you feel when you stop tipping Uncle Sam.

Frank Rekas, CPFA

I was asked the other day what I'm most proud of.

The answer was easy.

My daughter.

My little girl isn't so little anymore.

She's creating the life she wants. 
Building a career she worked hard for. 
Becoming the woman I always knew she would be.

Last Saturday, she was in Chicago on a long weekend trip.

My phone rang. 
It was her calling me on FaceTime. 
She was all smiles.

Truth be told I was waiting for the call!

And before she even said a word, she flashed the ring.

Engaged!

Brett, my now future son-in-law, is a terrific young man.

He cares deeply about her.
Comes from a very good family.

And he had the decency and maturity to call me 
about three months ago to ask for my blessing.

I told him that I'm not a relationship expert.

But I asked him for four things:
Love her. 
Protect her. 
Be true to her. 
Communicate with her.

If you can do all those things, no matter how tough things get,
you'll be able to have the best life you can together.

Alexandrea, I'm so proud of you.

Not just because you're engaged, but because of who you've become.

The choices you've made. 
The person you are. 
The life you're building.

This is what makes a father's heart full.

I shaved about 5-7 years off my life today.  

Literally. 

I haven’t fully shaved since Covid. 

2020! 5 years!

It burned. I was bleeding. 
But it feels clean. 
Maybe even smooth
How long will I keep shaving?

I have no idea. 
But for now this is me.

Hi! 😁

No alternative text description for this image

I didn't pick my niche. I discovered it after I quit.

In 2023, I left my management role because I knew 
I needed to get back to working directly with clients.

But I also knew I couldn't keep doing generic wealth 
management for anyone with a pulse.

So I did something most advisors don't do, 
I actually analyzed my client base.

Over 60% were attorneys and law firm owners.

I didn't target them. 
I didn't market to them. 
They just found me and stayed.

That's when it hit me: 
I'd been accidentally building expertise in serving 
law firm owners for years without even realizing it. 

I understood their world, the irregular cash flow, 
the tax exposure, the retirement planning challenges that kept them up at night.

And they valued real planning, not product pushing.

So instead of fighting it or trying to diversify, I went all in.

Fifteen months ago, Rania and I left the corporate 
broker-dealer world entirely and went independent. 

Now I serve law firm owners exclusively with the 
MPG system built specifically for their needs,
minimize taxes, protect assets, grow wealth.

Rania enjoys working with these same people along with me,
and also enjoys working with women in transition.
Widows, divorcees, single moms.  It's important work.

We both like each of our niches and work together on them.

Our clients call me their Wealth Guardian, not just their advisor. 

When someone asks who does their "stuff," they say "Frank's my guy."

Sometimes your niche isn't something you choose. 
It's something you discover when you finally stop 
and look at what's already working.

P.S. What's already working in your business that you're not paying attention to?

This pen isn't for sale.

But maybe you need one anyway.

I've had this Waterman pen since 1997.

Back when applications were done on paper, 
clients would sign their name and stop mid-stroke.

"Wow Frank, this pen is gorgeous." 
"It writes beautifully."
Then they'd try to keep it.

I'm not kidding. 
People would "forget" to hand it back. 
Try to slip it into their purse. 
Pocket it like it was theirs.

The clients who knew about it? 

They'd ask before we even started.
"Can I sign with the pen?"

Like it was part of the experience. Because it was.

Then somewhere along the way, I stopped using it. 
Not sure why. 

Then digital applications took over. 
The pen ended up in a box.

It followed me whenever I moved.

Then a couple of weeks ago I pulled it out. 
I immediately bought new ink cartridges. 

And I started writing with it again.

And wow.

Did I ever miss this pen.

Now I don't need it for applications anymore. 

But when I'm doing my planning? 
My monthly reviews?
My goal setting?

This is the pen I use.

And here's what I noticed:
The ideas flow differently.

Something about the weight. 
The shear elegance of the pen. 
The way it glides across the page.

It makes thinking feel intentional. 
Important. Worth the time I'm spending.

You can't buy this one from me.

But maybe you should get your own.

Not because you need a fancy pen. 

But because the right tools change how you think.
(maybe this was the real hook 🤔 )

And sometimes bringing back what worked before 
is exactly what you need to move forward.

What's something you stopped using that deserves to come back?

My first post has bombed today! 🥵 

Therefore I'm gonna repurpose part of one from last week
in hope for some better exposure and engagement.

I love hanging out with lawyers. 

Niching is one of the best things that I've done. 

In an effort to expand my niche, I want to meet  
people in the legal market while I'm in Columbus, Ohio.

I'll be there from February 3rd to the 8th and would love
to meet you for coffee or even lunch on one of those days.

I'll be in the Grandview area hanging out at Stauf's Coffee Roasters.

Message me directly for time and day, or even a different location.

I'll also tag a few people in the comments.

See you soon....

What if your financial future was actually brighter than you think?

A client said something to me a little while ago that 
I can't stop thinking about, and need to mention.

"Frank, we feel so much better now."

We'd just finished going through their complete financial picture. 
Everything was laid out. It was organized and clear.

Then they said something that really stuck with me:
"After going through this process and seeing what you're doing for us, 
looking forward, things look a lot brighter than we thought."

A lot brighter.

That's what this work is really about.

Not just the protection stuff. 
Not just the tax strategies. 
Not just avoiding the bad things.

It's about making the good things happen.

The lake house you've been talking about. 
Your daughter's college without loans hanging over her. 
The boat. The convertible. The trip to Greece. 
Retiring at 58 instead of grinding until 68.

When you get organized and intentional with your money, 
the dreams stop being "someday" and start being "next year."

I've watched clients buy their dream second home, 
send kids to school debt-free, take a month off to explore Europe, 
and live the life that they want to live for them.

That's what gets me fired up every single day. 
Helping you see that things are brighter than you thought.

Because what's the point of working this hard if you 
can't actually enjoy what you're building?

Here's my question for you: 
What would "a lot brighter" look like in your world?

Want the same feeling my client had? 
That "things are brighter than I thought" moment?

Let me show you what I showed them. 
Reach out and we'll set up 15 minutes.
I'm Frank Rekas, Personal CFO for law firm owners.

We start with a person to serve, not a product to sell.

You're gonna love the way we work, you can count on it.

I took my foot off the gas and was ready to start over.

Friday morning our Boca Elite Mastermind group met 
for our opening meeting of the new year.

6 months ago I was considering ending the 6 year run we were on.

I was frustrated, tired, and had seemingly lost interest.

Then I took a long hard look at what was happening, 
and realized maybe it wasn't them.

Maybe it was me.

On my way to our October meeting, 
I decided to change the format of that days meeting, and thought of 2 questions for the group to openly discuss.

Those two questions changed everything.

The energy came back. 
Not just for me, but for everyone.
Every member said it was one of the best meetings we'd ever had.

November's meeting had the same effect. 

We planned what 2026 would look like and 
how we'd show up for each other.

Everyone had input on why they were there 
and what they felt would benefit each other. 

Our first meeting of the year opened with a bang. 

I sent every member a goals exercise to work on. 

We each shared our top 3 goals of 2026. 
Whether personal or professional, there were some common themes.

Growth. 
Living life under our own terms. 
Setting boundaries around our work. 
Being more present and eliminating distractions around family and loved ones.

Here's what I discovered during this process:

Sometimes the thing that needs fixing isn't the group. 

It's the leader.

I had stopped showing up with the energy I expected from everyone else. 

I'd let routine replace intention.

The moment I owned that and took responsibility? 

Everything changed.

And it wasn't because I had all the answers. 
But because I was willing to start over and do the work.

Six plus years in, and things feel fresh again. 

What's one thing you need to own up to this year?

Stop sounding like everyone else.

I got my weekly LinkedIn report card yesterday from Supergrow.

I've been getting these for three weeks now.

The first two weeks? I skimmed them over.

This week? I decided to pay close attention.

And honestly? It stung me a little.

Not because the numbers were bad.

Because the data exposed something I knew 
but didn't want to admit to myself.

My best performing post last week?

The one about my daughter Alexandrea.

2.8x my average engagement.

Why? Because I got vulnerable about being a proud dad.

My worst performing post?

An event invitation where I buried the details 
and complained about Zoom longer than I actually sold the solution.

0.5x my average.
Ouch.

Here's what the analytics told me:
"You're strongest when you're most human."

People don't want Personal CFO Frank lecturing them 
about tax strategies everyday.

They want "my daughter makes me proud" Frank.

They want "Aunt Mary deserved a better retirement" Frank.

They want the guy who shows up authentically, 
sharing stories, and situations, both good and not so good.

The lesson?

Stop trying to sound like every other advisor.

Stop burying the good stuff.

And please, finish your complete thoughts instead 
of cutting them off mid-sentence.

Save the heavy professional content for weekdays 
when people are more likely to be in business mode.

Saturdays and Sundays?
That's for the personal stories, the lighter moments, and 
the human stuff that doesn't require a business mindset.

I'm taking my own medicine here.

Because if the data says people connect with 
vulnerability and real stories, then that's what I'm going to give them.

Not because it performs better.
But because it's actually who I am.

Have you ever had your own work call you out like this?

What did the data tell you that you didn't want to hear?

What book have you started off 2026 with?

As you know I love to read.

The book has to be in my hand.

I need to dog ear the pages, highlight, and make notes.

I recently finished The Magic of Thinking Big, which if I'm not
mistaken was suggested a while ago by my friend Derrick Kinney.

(If you're a financial advisor, you should follow and connect with him).

Here's what I feel are the 10 best lessons that I learned from the book:

	1.	You don’t need more intelligence to succeed, just think bigger.
         You can learn skills, but you need to choose to believe. 
	2.	Action cures fear, and it cures all slumps.
        Waiting for confidence keeps you stuck. Moving creates it.
	3.	Your excuses set your limits.
        When you stop justifying, you start growing.
	4.	Think goals, not obstacles.
        Successful people train their minds to see solutions first.
	5.	Confidence is visible, and contagious.
        How you carry yourself shapes how others respond to you.
	6.	Average thinking produces average results.
        Big results require intentional, elevated thinking.
	7.	Environment matters more than motivation.
        Surround yourself with people who stretch your vision.
	8.	Results follow attitude faster than strategy.
        Strategy matters, but your mindset determines action.
	9.	You become what you expect of yourself.
        Raise the standard, and behavior rises with it.
	10. Success is not luck it’s learned behavior practiced daily.
          Like Harvey says, he makes his own luck

The biggest breakthroughs I see aren’t tactical, they’re mental.

Thinking bigger changes decisions, and decisions change outcomes.

Which of these 10 lessons do you think are the most crucial for success?

P.S. If you’re a law firm owner who’s focused on long-term thinking, 
long term relationships and real growth, let’s connect.

5 minutes. That's how long 20,000 people stood to honor one man.

For 15 years, Jonathan Toews wore the 'C' for the Chicago Blackhawks.

Named captain at 20 years old. 
Almost unheard of. But leadership doesn't wait for permission.

He guided the Chicago Blackhawks to three Stanley Cups in six seasons. 
He was named playoff MVP in 2010. 
He's won Olympic Gold. 
He has been voted best defensive forward in the league.

He wasn't just a player. 
He was the heartbeat of a franchise. For 15 seasons.

Then he missed two seasons battling health issues. 
The Blackhawks wouldn't offer him a contract. 

Something that I cannot forgive them for.

So he signed with his hometown Winnipeg Jets.

On Monday, January 19th, he came back to Chicago. 
Not as a Blackhawk. As an opponent.
My daughter who got engaged two nights before was there.

The crowd gave him almost a 5-minute standing ovation.

Watch the video by clicking on the link at the end of the post.

You'll see what happens when a fan base is loyal. 
You'll see what happens when you show up 
with everything you have, every single night.

You will feel the love the city of Chicago has.
Chants of Johnny, Johnny at the end of the clip.
Not many dry eyes in the building.

Even more from those watching from home.
Myself included, I'm not afraid to admit.
He is beloved beyond a doubt.

Maybe this belongs on Facebook instead of LinkedIn.

But if you want to know where I learn commitment, 
work ethic, and what it means to lead?

It's from watching people like Jonathan Toews.

Thanks for all the memories Jonathan.

Who's the athlete or leader that shaped how YOU show up?

https://lnkd.in/epPT2JGU

Six people got together for lunch Monday

It went exactly as we planned.

Me, my business partner, and another member 
from our Boca Elite Mastermind group put it together.

Each of us brought one guest.
We called it "Table for 6."

The conversation started flowing before we even ordered.
It felt like a group of people who already had met before. 
People genuinely wanted to know about each other.

Phone numbers got exchanged. 
Potential business came up naturally.

But here's what mattered most:
People made friends.

And as I left to go back to my home office I thought:
Most professionals are sitting alone wondering why business is slow.

Meanwhile, they're one lunch away from changing everything.

You want more business? 
Stop waiting for it to come to you.

You want better connections? 
Stop hoarding your network like it's a secret.

You want real opportunities? 
Stop hiding behind emails and LinkedIn messages.

Bring people together. 
Be the connector. Make something happen.

Because here's the truth nobody wants to hear:
Your competition isn't better than you.
They're just willing to show up.

When's the last time you created an opportunity 
instead of waiting for one to find you?

Tired of meetings on screen?

Here's an idea that puts people in front of people.

If you’re a law firm owner, attorney, or work in the legal space,
I’m hosting my in person "Legally Connected Happy Hour"

Join me tomorrow at 
📍 Mia Rosebud
 150 E. Palmetto Park Road, Boca Raton
 🗓 Tuesday, January 27
 ⏰ 5:30–7:30 PM

Come for the connections.
Stay for the conversations.

And yes, bring a friend in the legal space.
Good people know good people.

You have to stop what you're doing and watch this.

I mean it.

Chris Williamson and Alex Hormozi delivered 20 minutes 
that'll make you rethink everything about growth.

Here's the quote that hit me over the head:
"When your friends start to tell you you've changed, 
it's because they don't know how to tell you, you've grown."

Mic. Drop.

As law firm owners, you know this feeling.
You're building. Scaling. Investing differently. Thinking bigger.

And the people who knew you before? 
They notice. And sometimes they don't like it.

That's not your problem to solve.

Growth looks like change to people who aren't growing with you.

My friend Mando Sallavanti III, CFP® sent me this, 
and I've watched it twice today already.

Tell me which quote resonates most with you.

Because this conversation deserves a conversation.

https://lnkd.in/eReCisea

Open video: The Most Important 20 Minutes You'll Spend Today | Chris Williamson x Alex Hormozi Motivation on youtube.com

The Most Important 20 Minutes You'll Spend Today | Chris Williamson x Alex Hormozi Motivation

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Jeffery M. Lamont

Frank Rekas, CPFA

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The Battle

Jeffery M. Lamont

Frank Rekas, CPFA

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Jeffery M. Lamont's LinkedIn Performance

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