Concert Financial Planning

We use AI in the production of our videos. The "IP" is ours, but we will let AI create the slides and voices for efficiency.

Concert Financial Planning is a fee-only, fiduciary, financial planning and investment advisory firm designed specifically for BigLaw attorneys. This channel is our way of giving back to the BigLaw attorney community by taking important and often complex financial concepts and making them easy to understand. It is critical to understand that some of the generalizations we make when discussing financial issues are relevant to people in this career, and not relevant or appropriate for others. 

We are a Registered Investment Advisor registered in the States of Texas and elsewhere. Nothing you see or hear on this channel should be construed as investment advice. We're just here to have fun and make some dry, boring stuff a little bit more interesting to learn about. If you see something in a video and have comments or questions, reach out to us via email below!