Flat-fee, fiduciary financial planning built for BigLaw attorneys. From first-year Associates to Equity Partners. Fee-Only. No AUM. Virtual and Houston-based.
biglawestate planningcash flow managementemployee benefitsetfsinvestment managementretirement planningtax mitigation strategiessmall business retirement plansattorneysprivate practicefinancial planningstudent loan analysisbudgetingmutual fundslaw practice
Podcasts appeared in
The Golden Handcuffs: Why Earning More Won’t Set You Free with Matt Smith of Concert Financial Planning
Flat-fee, fiduciary financial planning built for BigLaw attorneys. From first-year Associates to Equity Partners. Fee-Only. No AUM. Virtual and Houston-based.
What industry is Concert Financial Planning in?
Concert Financial Planning is in financial services, with 1 estimated employees, founded in 2019.
Who works at Concert Financial Planning?
Concert Financial Planning's public profile on PitchCentric lists 0 executives with their roles, bios, and podcast appearance history.
