Overview of financial planning service packages and pricing for The Lawyer Millionaire.

1. Wealth Counsel to Law Firm Owners
Services Overview

2. Meet the Team
Darren Wurz, MSFP, CFP®
Managing Partner and Chief
Wealth Counsel
Certified Financial Planner
Jim Koford, MBA, CFP®
Lead Planning Associate
Certified Financial Planner

3. Holistic
Planning for
Law Firm
Owners

4. Primary Areas of Focus
Wealth Growth Profit Maximization Business Expansion
 Investment Strategy
and Portfolio
Monitoring
 Alternative
Investments
 Passive Income
 Cash Flow Management
 Proactive Year-Round
Tax Planning to Minimize
Tax
 Financial Plan
Optimization
 Business Expansion
Strategy
 Sale and Succession
Planning
 Retirement Plans and
Owner’s Compensation

5. Initial Comprehensive Planning Process
Financial Health Scale Gain insights into your financial well-being, receive personalized feedback, and understand areas for improvement
Goals and Vision Refine your financial aspirations, develop a personalized financial mission statement, and align your actions with your vision of the future
Investor Profile Assessment and
Investment Plan
Understand your risk tolerance, receive a personalized asset allocation plan, and make informed investment decisions
Business Planning Establish a clear business plan template, receive expert review, and personalized feedback for optimized business growth
Cash Flow Review Ensure accurate money management with Monarch Money, correct and customize expense categories, and optimize your financial tracking system
Cash Flow Planning Create a realistic budget based on your spending trends, establish an effective cash flow structure, and gain control over your finances
Tax Planning Optimize your tax strategy, receive recommendations to reduce tax liability, and maximize your tax efficiency
Retirement Planning Define retirement goals, assess your retirement readiness with MoneyGuide Pro, receive personalized recommendations, and plan for a secure
retirement
Estate Planning Organize estate information, receive comprehensive estate planning recommendations, and ensure your assets are protected and distributed
according to your wishes
Life Insurance Planning Determine your life insurance needs, review current coverage for adequacy, receive cost-effective recommendations, and ensure financial protection
for your loved ones
P&C Insurance Planning Review property and casualty coverage, evaluate cost-effectiveness, and received tailored recommendations for optimal coverage
Klontz Money Script Inventory Identify and address money narratives affecting your financial psychology, improve financial behaviors, and achieve greater financial well-being
(Optional) College Planning Maximize college funding potential with a clear plan by assessing future costs, reviewing funding options, and developing a savings stategy

6. Annual
Ongoing
Planning
Process
Annual Ongoing Planning Process
January - 1st Quarter
Tax Planning
Gather information and documents to be prepared to file taxes, tax preparation
letter, retirement plan contributions
February - Cash Flow
Review and
Optimization
Analyze your cash flow to identify opportunities for improvement, helping you
manage your finances more effectively and maximize wealth
March: Investment
Portfolio Review
Review and adjust investment portfolio to maintain optimal performance and
align with risk tolerance and financial goals
April: Tax Return
Review and Planning
Ensure tax return is error free, discover opportunities to optimize tax liability, plan
for estimated taxes and withholdings
May: Goals and
Vision Review
Review and update of the financial goals, vision, and priorities to reflect changes
in life circumstances, financial objectives, or external factors such as economic
conditions or regulatory changes.
June: Retirement
Plan Review
Stay informed about your retirement plan progress, make adjustments,and have
peace of mind knowing you are on track
July: Insurance
Review
Ensure you have adequate coverage, protecting you from potential risks and
liabilities that could affect your financial stability
August: 3rd Quarter
Tax Planning
Prepare for end of year tax planning opportunities and adjust withholdings /
estimated taxes to avoid large refund or penalty
September: Money
Mindset / Financial
Wellness
Continue your money mindset journey through new money script exercises
designed to boost your wealth potential or revisiting past exercises
(Optional)
September: College
Planning
Review and update your college funding plan to stay on track as factors like cost,
scholarships,college choices, and others change
October: Estate
Planning Review
Update and maintain your estate plan to protect your assets and ensure your
wishes are carried out according to plan
November: End of
Year Tax Planning
Take advantage of last-minute end of year tax moves to minimize tax liability, such
as Roth conversions and tax loss harvesting
December: Next Year
Business Planning
Be prepared for the coming year by identifying your goals and needs, and
adjusting your business plan accordingly

7. Getting
Started
Onboarding Work
Preliminary Planning
Questionnaire
Gather initial data, establish financial direction, set long term goals
Data Collection
Questionnaire
Comprehensive data collection and review
Set up Blue Leaf Track investment performance in real time
Set up Monarch Money Track cash flow, budget and plan spending
Set up MoneyGuide Pro Long term financial planning
MGP Initial Evaluation Initial evaluation of your long-term goals and retirement
Set up Drop Box Get your financial documents organized and in order
Set up Financial Dashboard Provides overview and progress monitoring of entire financial picture
Create Balance Sheet Determine current net worth and financial health
Create 12-month calendar Create a personalized calendar for planning modules

8. Your
Personal
Financial
Dashboard

9. Cash Flow
Tracking
• Ongoing cash flow tracking
• Clarify where your money is going
• Gain intentionality and purpose

10. The Wurz Financial Difference
HOLISTIC COLLABORATIVE FLAT FEE

11. Pricing and
Service Levels
Foundational Premium Concierge Exclusive
Solo Attorneys, Owners of
small firms, Law firm owners
just starting out
Owners of 3-5 attorney law
firms with growing practices
Owners of 7-10 attorney law
practices with established
practices
Owners of large, complex law
firms with sophisticated needs
Comprehensive Planning
Process and Year-Round Plan
Monitoring and Maintenance
Quarterly 50-min. strategy /
coaching session
All year tax planning
Monthly financial dashboard
review and updates
Monthly market insights /
investment strategies
Unlimited phone and email
support
Comprehensive Planning
Process and Year-Round Plan
Monitoring and Maintenance
Bi-monthly 50-min.
strategy/coaching session
All year tax planning
Monthly financial dashboard
review and updates
Monthly market insights /
investment strategies
Unlimited phone and email
support
1 Advanced Planning Project
Per Quarter
Comprehensive Planning
Process and Year-Round Plan
Monitoring and Maintenance
Monthly 50-min. strategy /
coaching session
All year tax planning
Bi-weekly financial dashboard
review and updates
Monthly market insights /
investment strategies
Unlimited phone and email
support
2 Advanced Planning Projects
Per Quarter
Business Expansion Planning
Services
Comprehensive Planning
Process and Year-Round Plan
Monitoring and Maintenance
Monthly 50 min. strategy /
coaching session with Darren
and lead planner
All year tax planning
Weekly financial dashboard
review and updates
Monthly market insights /
investment strategies
Unlimited phone and email
support
3 Advanced Planning Projects
Per Quarter
Business Expansion Planning
Services
Month to Month Pricing
$699 / month $999 / month $1499 / month $1999 / month
10% discount with 1-year commitment
Investment Management
Optional Add-On Service for
0.8% annually

12. Industry Comparison
Industry Standard Our Approach
Annual Meeting Regular Meetings Throughout The Year
Investment Focus Planning Focus
Limited Scope Holistic
No Tax Planning Year Round Tax Planning
Asset Based Fee Structure Flat Fee Structure
$10,000 a year (1.0% fee on $1M portfolio) $7549 a year (Foundational Plan with 1-year
commitment)
Fee Grows as Your Portfolio Grows Fee is Fixed

13. Advanced
Planning
Projects
• Advanced planning projects go deeper into
specific areas of financial planning
• Higher level support for sophisticated
needs
• Accessible to Premium members and up
• Over 50 possible projects – we will identify
areas of need and incorporate these into
your project schedule
• Link to project list