Finally a fee-only, virtual, fiduciary financial planner, with a different approach to personal finances just for legal professionals. The JD Advisor will focus on your financial goals so you can focus on your clients, family and ambitions.
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Your Seasoned Family CFO
Chris Jackson is the founder of the fee-only financial planning firm Lionshare Partners, whose mission to teach men and women the art of managing their money, risks, and financial future draws on a decade of multidisciplinary experience helping clients solve their financial challenges. Prior to founding Lionshare, Chris help managed over 300 million dollars of individual and institutional assets, held senior roles at multiple globally recognized investment firms.
Chris has become an established financial expert and a go-to resource for personal finance topics. He has been quoted in over a dozen media outlets (CNN, HuffPost, iHeart Radio, AP, US News, etc), and has spoken on personal finance strategies at TD Ameritrade, Charles Schwab, & JPL Nasa. Chris graduated from UCLA, studied Investment Theory & Financial Accounting at Harvard University and has an MBA in Financial Planning at Cal Lutheran.
Modules of Financial Planning
We aim to help attorneys assess their financial health, set realistic financial and personal goals, and develop comprehensive plans to meet those goals. All while while mitigating their largest expense, taxes.
Investors make decisions relying on the relative profit potential of investment alternatives. The wrong choices may be made if systematic and quantitative methods are not used to monitor risk, cash flows, and resale value. This is why we provide ongoing evaluation of your current and potential allocations of financial assets while choosing those allocations that best fit your needs, liquidity, taxes and goals.
As a natural part of life, there are many risks that threaten your well-being and financial security no matter how hard you’ve worked. Nobody wants to think about death, disability, or other potential hardships when they’re doing a financial plan, but for us it’s an essential part of every client relationship. This begins with maximizing your employee benefits and bridging the gap with a needs analysis.
Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided for in their absence. Though often overlooked or put off in favor of more immediate concerns, a comprehensive estate plan can resolve a number of legal questions that arise whenever anyone dies: What is the state of their financial affairs? What real and personal property do they own? Who gets what? Does a personal guardian need to be appointed to care for minor children? How much tax will need to be paid in order to transfer property ownership?
Understanding the fundamentals of cash flow management, including cash flow projections, best practices to improve your own cash flow and prudent allocation of net cash flows toward retirement, managing leverage and college planning. Net cash flow is an important measure of financial health for any household.
Game-changing solutions for attorneys across all stages of your career. Go the distance without dropping the ball.
- How much should I be savings for my retirement?
- How do I save more money every month?
- How do I start planning to make partner?
- Am I maximizing my employee benefits?
- What type of entity should I select for my firm?
- What is the value of my firm?
- Should I set up a captive to manage risk? Or health reimbursement arrangement?
- How do I incentivize and retain key employees?
- What type of lifestyle do I want to maintain following my retirement?
- What are the different layers of partnership at my firm?
- What is my college savings strategy as a high income earner?
- Does my estate plan address asset protection, adult children and planned giving?
• How do I compare compensation packages?
• How do I manage my stock compensation?
• What is my tax bracket management strategy?
• Do I now need supplemental insurance coverage?
Are you ready to jumpstart your financial freedom?
Personal Financial Dashboard
CUSTOM TOOLS JUST FOR LEGAL PROFESSIONALS.
We build a one page collaborative dashboard, our customized Lionshare Partners integrations, that can give our clients powerful decision-making expertise to take their family’s financials into a level of charity and success.