SharpEdge Financial LLC is an independent, fee-only financial planning firm focused on helping Millennial and Gen Z attorneys align their money with the lives they want to lead. Serving Big Law associates and partners, the firm provides personalized guidance designed around each client’s circumstances, priorities, and goals. Its fiduciary approach means recommendations are made in clients’ best interests, without commissions from financial products influencing advice.

SharpEdge’s planning process begins by clarifying a client’s vision, then organizing financial information and reviewing cash flow and budgeting. The firm develops a practical financial plan with concrete action items, supports clients as they implement it, and meets with them periodically to review progress and respond to changing needs. Guidance can address challenges such as the tax and payment responsibilities that come with becoming a Big Law partner, as well as career and family transitions.

Founder Joel Chouinard, a Certified Financial Planner, established the firm to make planning available without requiring clients to buy products or invest assets.