What’s the worst that could happen?  Your average person doesn’t worry so much about this question. Lucky them! As an attorney, you probably live by it, at least at work. 

You’re not a pessimist. Rather, it’s how you learned to view the world in law school. Just as a physician lives by the oath, “First, do no harm,” your credo goes something like, “First, find the downside,” as you represent your clients’ best interests. It’s why they engage you: to seek and destroy any and all flaws that may lurk within the granular details of their grand plans. 

Researching investments is time-consumingYou’d think such skills might translate well to managing your personal wealth. But since you don’t live and breathe fund prospectuses and financial economics the way you do the intricacies of your own profession, your analytical acumen might instead lead you and your investment portfolio astray. 

Out of the familiar context of your area of expertise, it can be hard to know: Which perceived investment threats may warrant your immediate and personal attention? Which can at least be delegated to others, if not outright ignored? Which are the true traps laid to trick you? 

All of this is in the context of wanting to get it right – for you and your family. No matter how much professional success you enjoy or wealth you accumulate, nobody wants to see their hard work squandered on ill-advised decisions based on insufficient information.

In the same way you guide your clients through the many “what ifs” of their legal care, a personal CFO who understands how attorneys think can help you bridge the gap between your inherently vigilant mindset, and the market’s real and perceived risks. By aligning yourself with an attorney-centric advisor, you can turn this vigilance to your advantage. The outcome? You get to make stronger financial decisions, more effectively manage the investment risks that matter, and more calmly look past the many distractions that don’t. 

By the way, if you also want to know what’s the worst that could happen, we can tell you that too.