The Wealthy Lawyer Podcast

Co-Founder

Lamont Wealth Strategies

President

Lamont Financial

Lamont Group

VP, Business Development

Transforming Lawyers' Financial Goals Into Reality | Wealth, Insurance, and Estate Planning | Founder of "The Wealthy Lawyer"

You went to law school, but they didn’t teach you about personal finances. 

Then you were thrust into an expensive career with a ton of student debt, and you realize you have a second job:

Managing your money

Whether you're in your first year of practice or a senior partner, you are exceptionally busy building and keeping clients happy.

You have little margin for time with friends, hobbies, or even your family - much less planning for the future.

That’s where we come in. 

Our “Wealthy Lawyer" Program takes the guesswork out of planning for the future, giving you control, security, and peace-of-mind.

We help you protect your family, future, and lifestyle against the unexpected, and prepare you for life after the law.  

The landscape has changed for successful lawyers. Our clients come to us when they:

→Are questioning where to start: Pay down debt or save?

→Are concerned about themselves and their family in the event they can no longer work.

→Realize they can't do it by themselves - professional advice can help them achieve their goals sooner.

Within just a few months into the “Wealthy Lawyer” process, their confidence level has changed. 

→They can achieve their financial and lifestyle goals.

→They will never have to adjust their lifestyle due to the unexpected.

→Their legacy is firmly defined and will continue in a simple and streamlined way.

→Their spouse will not be financially stressed in the event of an unexpected illness, disability or death.

You’re in the business of law, not planning for your future.

Let us help take away the worry and stress of planning for the future so that you can spend more time planning that next vacation.

You earn $330,000 and still feel broke.
Here’s why…

Meet a client of mine who faced this exact challenge.

→ 34
→ Newly engaged
→ Student debt finally paid off
→ $285k salary + ~$45k bonus

Despite his income, he was anxious.
He didn’t feel in control.
And planning for the future felt… murky.

He had three big goals:
	1.	Save for the wedding
	2.	Buy their first home
	3.	Retire “early-ish”

The kicker?
That bonus wasn’t guaranteed.

And that uncertainty made everything feel harder.

When he came to us, he had:
→ $14,000 in savings
→ $27,000 in his TFSA
→ $42,000 in his RRSP

A solid start… but no system.
Just guessing, hoping, and feeling behind.

Even as a high performer, BigLaw was grinding him down…
and early retirement became the dream.

He was successful on paper…
But it didn’t feel like success.

Here’s what we did together:

→ Covered him and his fiancée with proper insurance (life + CI)
→ Created a plan to make the most of his bonus if it comes
→ Built a cash flow system that works off his base salary
→ Boosted short-term savings for the wedding
→ Opened FHSAs for both of them to maximize their first-home plan

Now?

→ They’ve got peace of mind knowing they’re protected
→ They’re on track for their share of the wedding and a condo down payment
→ He feels calm, not panicked, about his monthly cash flow
→ His retirement plan? Age 58… if he stays the course

We’re just over a year into working together.
He says he finally feels clear. In control. Like he’s actually getting somewhere.
Less stress, more direction.

And honestly?
That’s everything.
Because for high achievers like him, peace of mind isn’t a luxury… it’s the ultimate ROI.

No more sleepless nights wondering where the money went.
Now he has a system. A plan. A path forward.


👉 What would make you feel more financially free this year?
Drop it below… I’d love to hear.


────
I’m Jeffery, the wealth advisor helping lawyers take control of their money and build the lives they actually want.

Let’s chat over virtual coffee.
No pressure. No pitch. Just clarity

Jeffery M. Lamont

Helping Lawyers Gain Control & Build Wealth | 26+ Years in Wealth, Insurance & Estate Planning | Founder Of The Wealthy Lawyer

We connected on LinkedIn.
Then Zoom.
Then we all placed our trust in Alma…

Dinner.
In real life.
In Toronto.
With five incredible people I’d never met in person.

Some I’d chatted with.
Some I’d followed.
Some I met for the first time that night.

All of them?
People I’m grateful to know.

The evening was hosted by Tony Albrecht — a generous connector who made it all happen.

And Alma? It delivered.
But as good as the food was…
It was the conversations that will stick with me.

They were the kind that wander:
→ From business to books
→ From LinkedIn strategy to real-life stuff like parenting, mindset, and burnout
The kind you don’t rush.

Toward the end of the evening Tanya Keggin surprised Tony with a painted portrait of him.
(Yes, that happened. Go check his profile.)

It was thoughtful. Heartfelt.
And kind of the perfect metaphor for the night...
Faces going from 1-dimensional to real life.

If you don’t follow these folks yet, you should:

→ Tony Albrecht – the Yoda of LinkedIn Lawyering, helping the legal community show up better online.
→ Tarik Ali – the coach who helps founders ditch fear, self-doubt, and overwhelm so they can step into their best selves.
→ Robb Gilbear – founder, author, and THE coach for coaches looking to grow thriving businesses.
→ Tanya Keggin – an artist, turned lawyer, turned artist, helping legal minds unlock creativity and paint their next chapter.
→ Adam Knorr – a finance guy turned writer, and THE man to know if you want more eyeballs on your LinkedIn posts.

They’re smart.
Thoughtful.
And bring so much more to the table than just great content.

This dinner reminded me why I keep showing up here.

Not just for reach.
For relationships.


👉 Who’s one person you’ve met IRL through LinkedIn that surprised you?


If we’re connected and haven’t had a Zoom or coffee yet, let’s change that.

Because real connection?
It doesn’t happen by accident.
It happens when we show up.

How do you lose $10K/month without noticing?

He’s 45.
A law firm partner.
Earning $1.6M+ a year through his PC.

And yet?

He couldn’t tell me where $10,000/month was going.

Not from overspending.
Not from drama.
Just… no system.

On paper, it looked perfect:
→ Top-tier firm
→ Massive income
→ A life that screams “made it”

But behind the scenes?
→ No personal pension strategy
→ No structure around draws and spending
→ No clarity on what was building... or quietly slipping through the cracks

He wasn’t struggling.
But he wasn’t in control.

Here’s what we built together:
→ A cash flow system anchored to his corp draws
→ A monthly “wealth sweep” to capture excess income
→ Clean separation of personal vs PC expenses
→ An IPP to create the pension he never had
→ A corporate-owned life policy for tax-efficient growth and protection

Now?
→ He knows where every dollar is going
→ Has a retirement plan that scales with his income
→ And finally sees his PC as a planning tool — not just a tax deferral machine

Because at this level, peace of mind doesn’t come from more income.
It comes from more clarity.

You don’t need a better résumé.
You need a better system.


👉 What’s one financial detail you secretly hope no one asks you about?


I’m Jeffery, the advisor helping high-earning professionals turn complex income into simple, scalable wealth strategies.

If your numbers look great on paper... but something still feels off?
Send me a message.
No pressure. Just clarity.

What separates the Rainmakers from the rest?

Not experience
Not results
Not even reputation

It’s visibility

Because in 2025?

→ LinkedIn is your business card
→ Your website
→ Your pitch
→ Your proof

All in one scroll.

I’ve seen lawyers 3x their pipeline…
not by networking harder, but by showing up here, consistently.

If you’re not building your brand here?
You’re relying on word-of-mouth alone — in a world that’s moved on.

If you’re a lawyer looking to build momentum on LinkedIn…
These are the folks who can help you do it right:

→ Tony Albrecht — former lawyer turned storytelling coach. Originally from Missouri and now from his perch in cottage country Canada, the Yoda of LinkedIn Lawyering helps lawyers create the content and personal brands to make them the trusted authority in their market.

→ Sarah OUIS — another ex-lawyer, turned LinkedIn strategist, helping lawyers (and firms) build personal brands and marketing engines that keep working... even when you're not.

→ Scott Simmons — another former lawyer, hailing from Gibraltar (yes, I had to check the globe too), he is THE guy for turning lawyers into Rainmakers.

→ Holly Crawshaw — ghostwriter and (IMO) the Queen of LinkedIn. A southern girl who’s the writer most of us wish we were. If you want to sound brilliant but hate writing, she’s your secret weapon.

→ Adam Knorr — a finance-bro-turned-writer who started writing content while living on a coffee farm (for real! ask him about it). He now helps people get millions of eyeballs on their LinkedIn content.

→ Kerry Barrett — Emmy-winning news anchor turned Video Queen. If you’ve got a face for radio (like me) and dread video, or just freeze at the thought of doing video, she’ll take your “uhhh…” and turn it into authority.

These are the people I’ve:
learned from,
collaborated with,
and continue to recommend to lawyers ready to stand out.

(And no, this isn’t sponsored...
I just believe in giving credit where it’s due.)


Your turn:
👉 Who are you learning from on LinkedIn right now?
Tag them below, and let’s give them their flowers.


Want to start showing up like a Rainmaker?
Follow these folks, or shoot me a DM if you'd like an intro.

90% of the time you’ll spend with your kids happens by the time they’re 18.

That hit me hard yesterday.

My daughter just made her commitment to King’s University College at Western for the fall.

She needed a toddler photo for her announcement post (as is the thing these days)…
So she started scrolling through the thousands of photos from her first five years of life.

And then we found these pics from the summer of 2011.

They were 6, 4, and 2.

By the end of this year?
They’ll be 22, 20, and 18.

My wife and I?
We look like babies too.

And I’m left sitting with one question:
Where did the time go?

In the blink of an eye, it all shifts.
From holding hands in the driveway…
To waving goodbye at residence drop-off.

From bedtime stories…
To university commitment announcements.

And while I’ve always tried to be there...
To show up, be present, soak it in...
Nothing prepares you for how fast it all moves.

It’s a powerful reminder:

While we plan for the future, we can’t forget to live in the present.

Because the ordinary moments...
The ones you think you’ll remember later...
Are the ones you’ll one day wish you could relive.

👇 What’s one photo or family memory you’ll never delete? I’d love to see it.

────
I’m Jeffery, a husband, dad, and wealth advisor who knows how hard it is to juggle planning for tomorrow while holding onto today.

If you’re trying to build a strong financial future without missing the moments that matter most…

☕ Let’s connect for a Virtual Coffee.
We’ll talk about how to align your financial goals with the life you’re living right now.

June 5, 1985: Ferris skipped school.
June 5, 2025: I turned 50.
And I figured… if he could take the day off, so could I.

And yeah — this week, I turned 50.
And I couldn’t help but think...
maybe Ferris was onto something.

So I followed his lead.

➡️ Tuesday night, my wife and I went to a Jays game.
Just us.
No kids, no distractions...
just time to reconnect.

We’ve both been going full tilt lately. That night? Felt like a deep breath.


➡️ Wednesday, I met a few buddies for dinner.
Good food. Lots of laughs. Zero agenda.


➡️ On my actual birthday, I had a couple early calls…
then brunch with the whole family.
And then, just like Ferris, Cam, and Sloan, my boys and I snuck away to an afternoon ballgame.

We didn’t catch a foul ball (one came close)…

But we caught something better:

A 9–1 Jays win. And a few hours of stories, baseball talk, a bad dad-joke or two, and just some quality time together.

After a Ferris-style dash to the train (not to beat Ed Rooney, but to make it to sushi with my wife and daughter), we wrapped the night with a movie on the couch — me, my wife, and our oldest.

What did we watch?
(Hint: Bueller… Bueller… Bueller…)


𝗛𝗲𝗿𝗲’𝘀 𝘄𝗵𝗮𝘁 𝗜’𝗺 𝘀𝗶𝘁𝘁𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗮𝘁 𝟱𝟬:

Time flies.
Kids grow fast.
Date nights don’t schedule themselves.
And some of the best memories come from ordinary days you actually show up for.

You can plan for the future all you want.
But moments like this?
They are the future.

The ones where time slows down.
Where you’re present.
Where you remember...
this is what all the work is really for.

Because Ferris was right:

“𝗜𝗳 𝘆𝗼𝘂 𝗱𝗼𝗻’𝘁 𝘀𝘁𝗼𝗽 𝗮𝗻𝗱 𝗹𝗼𝗼𝗸 𝗮𝗿𝗼𝘂𝗻𝗱 𝗼𝗻𝗰𝗲 𝗶𝗻 𝗮 𝘄𝗵𝗶𝗹𝗲, 𝘆𝗼𝘂 𝗰𝗼𝘂𝗹𝗱 𝗺𝗶𝘀𝘀 𝗶𝘁.”


👉 When was the last time you gave yourself a Ferris Bueller day?

What the first 50 years taught me...

I turn 50 today.

And while I’m not big on making a fuss, I do think birthdays like this are meant to make you pause.
Not just to look back… but to take stock.

So here’s my way of doing that:

No, I'm not going to give you 50 platitudes that you've read on here countless time.

Instead? I want to share one lesson from each decade that shaped the way I show up today...
in life, in business, in fatherhood, in everything.

👶 𝟬–𝟭𝟬: 𝗧𝗵𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝘄𝗵𝗼 𝘀𝗵𝗼𝘄 𝘂𝗽 𝗺𝗮𝘁𝘁𝗲𝗿 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗮𝗻𝘆𝘁𝗵𝗶𝗻𝗴 𝗲𝗹𝘀𝗲.
You don’t remember what you had...
you remember who was there. That truth has stayed with me through every season.

👦 𝟭𝟭–𝟮𝟬: 𝗦𝗼𝗺𝗲 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗺𝗼𝘀𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 𝘀𝘁𝗮𝗿𝘁 𝗯𝗲𝗳𝗼𝗿𝗲 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝗵𝗼𝘄 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝘁𝗵𝗲𝘆’𝗹𝗹 𝗯𝗲.
(I met my wife Colleen when I was 16. I just didn’t know then that she’d still be beside me now — 3 kids, 3 dogs, and 30+ years later.)

👨 𝟮𝟭–𝟯𝟬: 𝗠𝗮𝗿𝗿𝗶𝗮𝗴𝗲, 𝗸𝗶𝗱𝘀, 𝗰𝗮𝗿𝗲𝗲𝗿... 𝘁𝗵𝗲𝗿𝗲’𝘀 𝗻𝗼 𝗿𝗲𝗮𝗹 𝗺𝗮𝗻𝘂𝗮𝗹. 𝗬𝗼𝘂 𝗷𝘂𝘀𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗿𝗼𝗼𝗺.
That decade taught me how to lead with commitment, not certainty. And that showing up is half the win.

🧔 𝟯𝟭–𝟰𝟬: 𝗟𝗶𝗳𝗲 𝗶𝘀 𝗽𝗿𝗲𝗰𝗶𝗼𝘂𝘀. 𝗔𝗻𝗱 𝗶𝘁’𝘀 𝗻𝗼𝘁 𝗽𝗿𝗼𝗺𝗶𝘀𝗲𝗱.
I lost my dad and my best friend within a year of each other.
That decade didn’t just teach me about grief... it taught me presence.
To hold the moments tighter. To say the things you usually save.
And to build a life that feels meaningful now… not just “someday.”

🧓 𝟰𝟭–𝟱𝟬: 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗳𝗿𝗲𝗲𝗱𝗼𝗺 𝗶𝘀𝗻’𝘁 𝘀𝘂𝗰𝗰𝗲𝘀𝘀.
And freedom means more than money...
it means health, too.
This decade reminded me that good health is wealth.
Because without it, none of the other stuff matters.
If your wealth doesn’t give you choice, peace, presence — and the capacity to enjoy it — it’s time to rethink what you’re building.

There’s still more to figure out.
More to build.
More to enjoy.
But if you’re lucky, every decade teaches you how to be just a little more… you.

👉 I’d love to hear:
What decade taught you the most? And what did it teach you?

(Also accepting dad jokes and age-related chirps — bring 'em on.)

Last Sunday, I shared a post about taking LinkedIn connections out into the real world.

That dinner — hosted by Tony Albrecht — brought together a table of incredible people I’d followed, Zoomed with, and admired from afar.
Tony, Adam Knorr and Tanya Keggin.
And others I was meeting for the first time in person.

It all started the same way:

→ A connection request
→ A few thoughtful posts
→ A comment exchange or two
→ A real, one-on-one conversation

And that’s the part I’ve been leaning into even more.

Because this past week?
I kept the momentum going.

I made time for three conversations.
None of them “prospects.”
All of them people I simply wanted to learn from.

→ Anthony Degli Obizzi Jr. – a fellow financial advisor helping HENRYs (look it up or check his profile) enjoy their money now and plan for tomorrow.

→ Anna Ludwinowski – the (fellow)Canadian business clarity coach for entrepreneurs and others who, like her, juggle 8 chickens, 2 dogs, and 1 son. 😉

→ Jess Sargus – a performance coach and easily the biggest badass I’ve met on here. When she’s not throwing punches in the octagon, she’s helping lawyers and other high performers reach new heights.


None of these calls had an agenda.
No pitches.
No scripts.
Just two people curious about each other’s stories.

That’s the kind of networking I want more of.

Not just building a network...
But building net worth of a different kind.


👉 Who’s someone you’ve met through LinkedIn that the rest of the world needs to know? Tag them below.

That moment when the numbers finally click…

When your plan makes sense.

When you see it working — not just in theory, but in real life.

One client told me:
“I finally feel like an adult with my money.”

No more guessing.
No more guilt.
Just… relief.

Because clarity isn’t just practical.
It’s powerful.


👉 What was the moment you realized your finances were finally working for you?

Most of the lawyers I talk to think they should feel more in control by now...


But they don’t.

If you’re making great money, and still feel like you’re winging it...

𝗧𝗵𝗶𝘀 𝗶𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂!

You can’t control the market.
But you can control your plan.

Not every day will feel calm.
Not every week will make sense.
But here’s the truth most lawyers never hear:

Clarity doesn’t come from perfection.
It comes from ownership.

This week, we talked about the fog.
The stress.
The spinning.
The blind spots.

But here’s what it was really about:

→ It’s not about how much you make.
→ It’s about how clearly you see.

→ It’s not about cutting back.
→ It’s about spending with intention.

→ It’s not about waiting for certainty.
→ It’s about building a plan you believe in... no matter what’s going on out there.

Because when you know where you stand…
When you know where you’re going…
And when you know what to do next?

That’s when it all shifts.

The anxiety?
Quiets down.

The chaos?
Gets mapped.

The future?
Starts feeling possible.

You don’t need to make more money...
or another bull market.
You need a system you trust.

A rhythm that supports your life...
not runs it.

And most importantly?

You need to give yourself permission
to stop trying to get it perfect
and start taking ownership.

That’s the real win.

Because that’s when the stress fades.
That’s when momentum kicks in.
That’s when you stop spinning...
and start building.

You’re closer than you think.


👉 Do you have a weekly money ritual or check-in?


I’m Jeffery, the advisor who helps lawyers turn financial stress into clarity with a plan that finally makes sense.

If you’re done second-guessing and ready to take control, let’s book a 15-minute virtual coffee and map out what ownership could look like for you.

Are you living paycheque to paycheque… on a six- or even seven-figure salary?

It happens more often than you think.

Most people assume high income = financial security.

But I see the opposite all the time...
especially with lawyers.

Because when your income rises…

So do your expenses.
So do your expectations.
So does the temptation to “upgrade” everything.

Lifestyle creep is sneaky.
You don’t even notice it...
until you feel the stress build.

• Credit card bills you can’t shake
• Zero buffer for life’s curveballs
• Retirement? Feels more like a question mark than a plan

So how do you regain control?

→ Spend with purpose
→ Avoid the upgrade trap
→ Plan for the unexpected

Because it’s not about what you make, it’s about what you keep... and what you do with it.

Real wealth isn’t loud. It’s calm, clear, and built on purpose.


👉 What’s one habit that’s helped you stay ahead of lifestyle creep?


I’m Jeffery, the wealth advisor who helps lawyers turn income into real wealth... by avoiding lifestyle creep and building clarity.

If you’re earning more but feeling less in control, let’s chat.

Wealthy isn’t a number.
It’s a feeling.

And here’s the truth most people don’t say out loud:

You can earn $500K… $1M… even $2M+
And still feel anxious every time you open your banking app.

Still feel like you should be further ahead.
Still feel like you’re winging it.

Because wealth isn’t just about income.

It’s about clarity.
Direction.
A sense of enoughness.

And that doesn’t come from a spreadsheet.
It comes from knowing your money is aligned with your life.

I’ve had clients cry in planning sessions.
Not because of fear.
But because it was the first time they felt peace.

The first time they saw a clear path.
The first time they realized:
“I’m not broken. I just didn’t have a system.”

So if you’ve ever thought:
“I’m doing everything right, so why doesn’t it feel like it?”

You’re not alone.
You’re just ready for a new kind of wealth.

The kind that feels light.
Grounded.
Yours.


👉 Finish the sentence: “Real wealth feels like ______.”


If you make good money but still feel like you’re winging it…
Let’s make a plan that gives you back your peace.

DM me “alignment” and I’ll show you what it could look like.

Started the week feeling off.

Not burned out.
Just… disconnected.

Like I was working hard.. 
but getting no closer to what I actually wanted.

Busy? Yes.
But the spark was missing.
The clarity.
The why.

Then I had a coaching call with Jodi Wilding that flipped the switch.
Not in what I was doing...
but in how I was thinking.

We talked mindset.
And it cracked something open:

Focus on what I can control.
And do the things I know need to be done...
to move closer to my goals.

From there, the momentum kicked in:

→ Energizing client calls — new and familiar
→ Date night with my incredible wife
→ An afternoon ballgame with my boys
→ Dinner with a good friend (and client)
→ A night out with the guys

It wasn’t a “perfect” week
But it was a meaningful one
Full of connection
Direction
Clarity

This week, the goal is simple:
Keep showing up
For my clients
My people
Myself


👉 What’s one mindset shift that’s helped you reset when things felt off?


────
I’m Jeffery, the wealth advisor who believes clarity isn’t just for your finances…
it’s for your life, too.

If you’re in a fog right now…
DM me “clarity" and let’s set up a time to talk.

You don’t have to figure it out alone.

You’re running a thriving firm...
But is your personal wealth thriving, too?


Many firm owners assume a profitable business means long-term security…

But that’s not always the case.

Focusing only on your business can lead to financial instability.

Because a thriving firm doesn’t automatically mean personal financial freedom.

Here’s how to build independence without putting your future at risk:

𝟭. 𝗣𝗮𝘆 𝗬𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗙𝗶𝗿𝘀𝘁
→ Your firm should fund your wealth, not just its own growth.

𝟮. 𝗦𝗲𝗽𝗮𝗿𝗮𝘁𝗲 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 & 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗲𝘀
→ Your future shouldn’t depend solely on your practice.

𝟯. 𝗕𝘂𝗶𝗹𝗱 𝗮 𝗖𝗮𝘀𝗵 𝗥𝗲𝘀𝗲𝗿𝘃𝗲
→ Because slow months will happen, so be ready.

𝟰. 𝗣𝗹𝗮𝗻 𝗬𝗼𝘂𝗿 𝗘𝘅𝗶𝘁 𝗘𝗮𝗿𝗹𝘆
→ Without a strategy, your firm’s value could vanish overnight.


And here’s how I help lawyers do it:

→ 𝗧𝘂𝗿𝗻 𝗳𝗶𝗿𝗺 𝗽𝗿𝗼𝗳𝗶𝘁𝘀 𝗶𝗻𝘁𝗼 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝘄𝗲𝗮𝗹𝘁𝗵
Using tools like IPPs and strategic insurance plans to quietly grow retirement assets and tax-free cash flow...
behind the scenes, and on your terms.

→ 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝘆𝗼𝘂𝗿 𝗶𝗻𝗰𝗼𝗺𝗲 𝗮𝗻𝗱 𝗹𝗲𝗴𝗮𝗰𝘆
With continuity planning, critical illness and disability insurance, and long-term wealth design that lasts beyond your working years.


👉 What’s one thing you wish you’d done earlier to separate your business from your personal wealth?


────
I’m Jeffery, the wealth advisor for solo practitioners and small firm owners who are building for more than just today.

Because your firm is your work...
but your life deserves its own financial plan.

Let’s map out what personal financial freedom can really look like.

He makes $1.3 Million, and has no plan...

And it’s not because he’s lazy.

It’s because no one ever asked him to stop and think:
“What’s all this for?”

Last week, I spoke with a partner earning over $1.3M/year.

When I asked:
“What’s your endgame?”

He said:
“I don’t know… keep working?”

𝗟𝗲𝘁 𝘁𝗵𝗮𝘁 𝘀𝗶𝗻𝗸 𝗶𝗻.


He’s optimized everything in his practice...
Except the one thing that matters most:
His future.

And he’s not the only one.

I’ve worked with dozens of lawyers earning $1M+...
And most of them are reacting to money...
not directing it.

• They have income
• They have assets
• They have stress

Because high income isn't the answer...
it just hides messy strategy.

𝗛𝗲𝗿𝗲'𝘀 𝘁𝗵𝗲 𝘁𝗿𝘂𝘁𝗵:
If you love the work, keep building.
Just make sure it’s toward freedom...
not more obligations.

Wealth isn’t about the number on your tax return.
It’s about how many decisions you get to make… without fear.


𝗙𝗿𝗲𝗲𝗱𝗼𝗺 𝗳𝗶𝗿𝘀𝘁. 𝗙𝗹𝗲𝘅 𝗹𝗮𝘁𝗲𝗿.


👉 What’s one money decision you made recently that felt boring… but gave you more freedom?


────
I’m Jeffery, the advisor who helps high-income professionals, especially lawyers, turn impressive incomes into intentional wealth.

If you’re 40+ and wondering, “What should I really be doing with all this?”
Let’s grab a virtual coffee.

We’ll map it out...
before life (and your lifestyle) decides for you.

The financial advice I wish I’d gotten 25 years ago

Last week, I sat down with a young couple just starting out.

Our conversation got me thinking…

What would I go back and tell my 25-year-old self?

Here’s exactly what I shared with them:

1️⃣ 𝗢𝗽𝗲𝗻 𝗮 𝗧𝗙𝗦𝗔. Immediately.

Think of it as your financial Swiss Army knife:

• Saving for a home? TFSA.
• Dream vacation? TFSA.
• Rainy day fund? TFSA.

The real power?

Your money grows tax-free.
Even small, regular contributions can snowball into serious wealth over time.

And unlike an RRSP?
You can access the money when life throws you a curveball.

Waiting just a few years could cost you tens of thousands in lost growth.


2️⃣ 𝗚𝗲𝘁 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗜𝗹𝗹𝗻𝗲𝘀𝘀 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲. While you're healthy.

No one thinks they’ll need it.
Until they do.

Lock it in early and you get:

• A tax-free lump sum if illness strikes
• Protection for your savings
• Time to focus on healing, not hustling

This is the kind of thing that lets you sleep at night—because you planned ahead.

Start early. Build strong.

TFSA = grows your wealth
Critical illness = protects your wealth

Together, they form the foundation I wish I’d had from the start.


👉 What’s one piece of financial advice you’d give your younger self?
(And if you’re still in your 20s or 30s—consider this your sign.)


────
I’m Jeffery, the advisor who helps young professionals build wealth early.

The cost of waiting? Too high.

Let’s map out your financial foundation over a quick virtual coffee...
before another year slips by.

You launched your own firm.
You’ve got clients. Revenue. Momentum.

But under the surface?
You’re carrying way more than casework.

→ You’re carrying people.
Your family.
Your team.
Their livelihoods.
Their futures.


Two years ago, I connected with two partners here on LinkedIn.

They were leaving their old firm to build something of their own.

What they didn’t say in that first message—but I saw it fast—was this:

They weren’t chasing ego.
They were carrying responsibility.

→ For their employees
→ For their families
→ For their future

And they didn’t want to drop the ball.


So we built their financial foundation from scratch:

→ A custom benefits plan to support their growing team
→ Key person insurance to protect the business
→ A buy-sell agreement backed by insurance, so no one’s left scrambling if the worst happens


As revenue stabilized, we added more layers of security:

→ Critical illness protection for peace of mind
→ Permanent insurance inside their Professional Corps to grow wealth tax-efficiently


Then we shifted to growth:

→ TFSAs and RRSPs for both partners and their spouses
→ An intentional draw system to smooth income and reduce tax friction

The goal?
Freedom to grow...
without fear of burnout.


It’s been two years.
The firm is thriving.
Their families are protected.
And they’re finally starting to feel the freedom they left BigLaw to find.

────
I’m Jeffery, the advisor who helps lawyers protect what they’re building and build what they dreamed.

Because going out on your own shouldn’t mean going it alone.


👉 Running your own practice?
What’s one smart move you wish you’d made earlier?

Drop it in the comments—or DM me “system” and I’ll show you how to build yours.

What if paying off your student debt too fast… is actually slowing down your wealth?

That’s the conversation I had last week with a fifth-year associate who recently got a big bonus.

His instinct?

“Should I throw it all at my student loans?”

It’s a common reflex...
especially for lawyers who:

• Graduate with $71,000+ in debt
• Don’t yet have much saved
• Crave the relief of ‘being free’

But here’s the catch…

The fastest way to zero isn’t always the fastest way to wealth.

Here’s why a more balanced approach can be smarter:

𝟭. 𝗘𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 𝗙𝘂𝗻𝗱 = 𝗣𝗲𝗮𝗰𝗲 𝗼𝗳 𝗠𝗶𝗻𝗱
Without one? A flat tire turns into more credit card debt.
With one? You handle life without panic.

𝟮. 𝗧𝗶𝗺𝗲 𝗜𝘀 𝗬𝗼𝘂𝗿 𝗠𝗼𝘀𝘁 𝗩𝗮𝗹𝘂𝗮𝗯𝗹𝗲 𝗔𝘀𝘀𝗲𝘁
The earlier you invest, the more you benefit from compound growth.
Even small contributions now can outperform large ones later.

𝟯. 𝗟𝗼𝗻𝗴 𝗚𝗮𝗺𝗲 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗕𝗲𝗮𝘁𝘀 𝗦𝗵𝗼𝗿𝘁-𝗧𝗲𝗿𝗺 𝗥𝗲𝗹𝗶𝗲𝗳
Yes, early debt repayment saves interest.
But the cost of missed investment gains can be far higher over a 30-year career.

It’s not about being debt-free tomorrow.
It’s about being financially free for life.

That’s the kind of clarity we help lawyers build through our Wealthy Lawyer Program.

Because this isn’t about theory.
It’s about building real options.


 👉 If a bonus landed in your account tomorrow…
Would you know exactly how to use it to move your future forward?


────
I’m Jeffery, the wealth advisor who helps lawyers turn bonuses into long-term wealth.

Want to make yours count?

Let’s map it out over virtual coffee.

Benefits Aren’t Just for Big Firms.

You left your old firm for freedom.
Don’t trade that for financial anxiety.

Too many solos and small firm owners skip benefits...
not because they don’t want them,
but because they think it’s out of reach.

It’s not.

The right benefits plan can save your firm...
literally!

A couple years back, I helped a friend who launched a small firm.
Just him, a partner, and two assistants.

One of the first moves we made?
A benefits plan.

Less than a year later, one assistant had a serious health scare...
and was off work for nearly 12 months.

Thanks to the disability coverage we put in place, her income was protected...
and the firm could bring in temp help without financial strain.

That’s the power of planning.

Now, I help firms like yours design benefits that are:

→ Tax-smart
→ Built to attract and protect talent
→ Flexible for teams of 2 people or more

Because building your practice
shouldn’t mean doing it without a safety net.

────
I’m Jeffery, the advisor who helps firm owners protect what they’re building and sleep better at night knowing their team is covered.

Be honest...
have you set this up yet, or are you hoping nothing happens?

DM me "Benefits" and let’s chat before “what if” turns into “now what.”

High income. Still stressed about money?
You’re not alone.

Most of the high earners I work with don’t need budgeting tips.
They need a better flow.

→ Fewer decisions
→ More clarity
→ A system that runs quietly in the background

I broke it all down in this morning’s video.
If you missed it, I’ll drop the link in the comments.

If you’ve ever earned $300K+ and still felt behind…
this one’s for you.


👉 What’s the one part of your financial life that still feels messy?

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