Thoughts on Law and Life

The Official Blog of Astrab Legal Services LLC

Personal Budgeting Assistance

A practice area that I am currently developing is a ‘family budgeting’ practice wherein I plan to work with individuals and families on structuring and maintaining a personal budget designed to help them meet savings goals, pay off debt and develop life-long good cash management habits. I will not be providing investment advice but simply acting as a coach of sorts to help folks understand their cash flow in a difficult monetary environment. I plan to utilize three primary steps:

  1. Comprehensive Review of Assets/Liabilities
  2. Estate/Education Planning Review
  3. Goal Discussion & Setting

Clearly there is a lot more to the process than this, but I’m not one to give out too much of my proprietary processes, so you’ll have to call me for more information on how I plan to assist my clients.

My plans are to offer, among many other services, regular in-person meetings with clients, assistance with tax-time document gathering/explanation and 24/7 availability for budget questions/concerns. This practice area fits into my ‘holistic’ concept, which I believe is the future of the practice of law…attorneys must learn to move beyond being viewed as transaction-based and evolve into trusted advisors to their clients. Today’s clients deserve more than a document and an invoice…they deserve personalized attention and constant contact.

If your present attorney is not helping you in these areas, or if you feel he or she is more interested in billing hours than actually listening to you, please call me at (216) 577-0013 or via e-mail at astrablegal@sbcglobal.net.

 

Michael K. Astrab is the principal attorney for Astrab Legal Services LLC, a general practice law firm located in Cleveland, Ohio. He may be reached at (216) 577-0013 or via e-mail at astrablegal@sbcglobal.net. This blog is designed for informational purposes only and does not constitute legal advice.

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February 18, 2009 - Posted by | Financial, Law, Life, small business | , , , , , , , , , , , , , , , , , , , , ,

1 Comment »

  1. […] Today’s clients deserve more than a document and an invoice…they deserve personalized attention and constant contact . If your present attorney is not helping you in these areas, or if you feel he or she is more interested in billing …Continue […]

    Pingback by Intense Conversations » Blog Archive » Personal Budgeting Assistance « Thoughts on Law and Life | February 22, 2009 | Reply


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