You are great at the law. Your numbers should not keep you up at night. In the THRIVE Program, we meet six times, at your pace, over six months. Each meeting covers one part of your firm's money, and you leave with clear next steps.
One topic per meeting, in the order that makes the most sense.
Each meeting has one job. You do not have to guess what to ask. I guide you through the money topics every law firm owner needs to know, in the right order.
1. Truth: Clean Books, Real Numbers. Check that your books are right, and learn which reports and numbers matter.
2. Harvest: Pricing and Collections. Look at how you price, bill, and get paid, and find where money is getting stuck.
3. Reduce: Expenses and Overhead. Sort your costs into keep, trim, and cut.
4. Intend: Budget and Cash Flow Forecast. Build a simple budget and a forecast so cash stops being a surprise.
5. Vault: Owner Pay, Profit, and Savings. Set how you pay yourself, how much profit to keep, and what to set aside.
6. Empower: Your Dashboard Handoff. Leave with an easy dashboard you can update yourself, plus a 12 month plan.
A clear path instead of open-ended check-ins.
Many law firm owners do not know which money questions to ask. That is not a flaw. No one teaches this in law school.
The THRIVE Program gives you the questions, the answers, and the tools in a clear path. You are not paying for open ended monthly check-ins. You are paying for a plan with a start, a middle, and an end.
You get:
6, 1-hour meetings with a CFO who dedicated to working only with law firms (and has worked in the legal industry for nearly 20 years)
A clear action list after every meeting
A dashboard you can keep up on your own
6 months to schedule the meetings when they fit your calendar
This is a good fit if you:
Feel busy but are not sure how much the firm really makes
Want to understand your numbers, not hand them off and hope
Want a plan you can run yourself after the program ends
Join with confidence. You have time to decide.
If the THRIVE Program is not the right fit, I will refund 100% of your payment.
Just let me know by email. Your refund request needs to reach me before your second meeting takes place, or within 30 days of joining, whichever comes first.
That gives you a real chance to try the program, meet with me, and see how it works before you are locked in.
No. You can join right on this page. After you join, you book your first meeting. If you want to meet first, great! Click on the "Contact" button above to jump on my calendar.
You have 6 months from the day you join. You pick the dates, so you can meet monthly or move faster or slower.
Yes. The THRIVE Program teaches money principles that apply to solo lawyers and larger firms. The price is the same for every firm.
No. This program is CFO guidance. If you need a bookkeeper, I can connect you with experienced law firm bookkeepers who know trust accounting.
Have access to your accounting software (QuickBooks is the most common program) and your recent profit and loss report and balance sheet. I will tell you what else to bring before each meeting.
I will refund 100% of your payment. Just let me know by email before your second meeting takes place, or within 30 days of joining, whichever comes first.
Six meetings. One flat price. A dashboard you own.