Planning
Invest in your financial well-being with a pro bono financial plan.
Plan with a partner
Your financial needs are complex, and you could use an expert. Budgeting, investments, insurance, retirement planning, estate planning, taxes (always taxes): A full financial plan isn’t a list of items to be checked off so much as it is a series of living, breathing Venn diagrams. Like spinning plates. Or hula hoops. An experienced planner can show you how these ideas overlap—and can help keep all your financial priorities gently spinning.
Plan on your own
Your life is complex, but your financial needs are clear. You rent and want to chart a path to homeownership. You have debt and want to conquer it. You have income and lack a safety net. My Plan, powered by Conquest,* meets you where you are (on your phone, on the subway, at the coffee shop) and can help you put your money to work—in less time than it takes to get there.
*Lawyers Financial is proud to partner with Conquest Planning, winner of the 2025 Wealth Professional award as Wealthtech Service Provider of the Year.
