SharpEdge Financial LLC

Align Your Money With the Life You Envision

Financial planner (show on map)

5.0

★★★★★

4 reviews

Fee-only, fiduciary financial planning for millennial attorneys, focusing on holistic, unbiased advice.

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About

SharpEdge Financial LLC is a fee-only, fiduciary financial planning firm specializing in serving millennial attorneys. Founded on the principle that financial planning should be unbiased and client-focused, the firm employs a five-step process: alignment of goals, organization of financial data, creation of actionable plans, implementation of strategies, and ongoing monitoring.

Led by Joel Chouinard, CFP®, the firm emphasizes transparency, fiduciary duty, and independence, providing personalized financial guidance without product sales or commissions. Testimonials highlight the firm's effectiveness in navigating complex financial transitions for attorneys and professionals.

Fee-Only Model

Fiduciary Standard

Independent Registered Investment Adviser

Specialized Focus on Millennial Attorneys

Five-Step Comprehensive Planning Process

Services

Financial Planning for Millennial Attorneys

Holistic, unbiased financial planning tailored to the unique challenges and goals of millennial attorneys, including tax optimization, retirement planning, and wealth management.

Fee-only model Fiduciary duty Independent Registered Investment Adviser Five-step process: Alignment, Organization, Action Plan, Implementation, Monitoring Specialized focus on Big Law attorneys and career transitions