Stuck
Cash piles up in the firm's operating account doing nothing. Revenue grows, but it isn't turning into personal wealth.
Personal CFO for Law Firm Owners
You built a profitable law firm.
Is your personal wealth
keeping pace?
Overpaying taxes? Not sure your income and assets are protected? Let's talk about your firm, your goals, and financial opportunities that may deserve a closer look. In thirty minutes, we'll decide whether it makes sense to explore working together.
Book Your 30-Minute ConversationBy phone or video, wherever your firm is.
I specialize in working with law firm owners who are serious about turning high income into lasting personal wealth.
I know what happens financially when a law firm owner becomes successful. Here's where the money goes.
Lost
Your advisors bring different expertise. When their strategies aren't coordinated, financial opportunities can be missed.
Exposed
If you couldn't work for six months, or your partner died tomorrow, where would the money come from? Most owners aren't sure.
Overtaxed
Your CPA handles the tax side. But are your retirement plans, investments, insurance, and overall financial strategy working together to help minimize taxes today and in the future?
None of this shows up on your P&L. That’s why it sometimes gets missed.
You have a CPA, an insurance agent, and a broker. Who's quarterbacking?
Your advisors bring valuable expertise. I help them work together around one coordinated financial plan.
That's my job. As your Personal CFO, I sit in the middle and work with your CPA, your attorney, and your other advisors so every decision fits one plan. It's the family-office approach most owners assume is only for the ultra-wealthy.
Frank Rekas, CPFA
Personal CFO
Coordinates the efforts of the other professionals at your table.
- CPATax planning & filing
- Tax StrategistProactive planning
- Fractional CFOFirm financials
- Estate AttorneyWills & trusts
- Business AttorneyStructure & deals
- BookkeeperClean books
- BankerCredit & lending
- P&C AdvisorProperty & casualty
You focus on the firm. I help make sure the money side keeps up.
Book Your 30-Minute ConversationThe MPG Wealth System
A financial plan built around your goals, with three priorities working together.
Minimize Taxes
Coordinate retirement planning, investments, and financial decisions to help minimize taxes today and in the future.
Protect Income and Assets
Align your protection strategies with your income, assets, and the people who depend on you.
Grow Wealth
Build personal wealth that supports your goals beyond the law firm.
We start with a person to serve, not a product to sell.
Three steps. No guesswork.
1
We Talk
Thirty minutes. You tell me what's going on, what matters most, and why it matters now. By the end, we'll both know whether it makes sense to work together. If I'm not the right fit, I'll tell you that too.
2
We Find It
Once we agree on how we'll work together, you send your documents through a secure link. I go through everything, and in our next meeting I show you where your money is stuck, lost, exposed, or overtaxed.
3
We Fix It
I don't hand you a list and wish you luck. I coordinate with your CPA, attorney, and other advisors to get it implemented, then stay on it as your firm grows.
A plan only works if it gets implemented. That's where the real work starts.
Book Your 30-Minute Conversation Frank Rekas, CPFA
Personal CFO for Law Firm Owners
Why law firm owners work with me
I specialize in working with law firm owners. I've sat across the table from enough of them to know the pattern. The firm grows, the income grows, and the personal financial side gets more complicated, not less. Everyone owns a piece. Nobody owns the whole thing.
We start with your goals and your full financial picture. Then we coordinate tax planning, protection, and wealth-building decisions around one plan—and keep adjusting as your circumstances change.
I work alongside my partner, Rania Jawde, CFP®. When you work with me, you get two experienced professionals looking at your plan, not one.
You protect your clients for a living. Someone should be protecting you.
Questions owners ask before they book
Do I have to replace my CPA or my other advisors?
No. You keep the people you trust. My job is to get them working from one plan. If there's a gap, I'll tell you and help fill it.
Is the 30-minute call a sales pitch?
It's a conversation about your situation, and you'll do most of the talking. By the end, we'll both know whether it makes sense to work together. If it does, I'll lay out the next step. If it doesn't, I'll tell you.
Who is this for?
Law firm owners, managing partners, and equity partners whose firm and income have grown, but whose personal finances haven't kept pace. If you're serious about turning high income into lasting wealth, we should talk.
What happens after the call?
If it makes sense to work together, I'll recommend how we should work and the investment for it. Once we agree, we set our next meeting and you send your documents through a secure link. Then we start building your plan: where your money is stuck, lost, exposed, or overtaxed, what to do about it, and what you're already doing right.
Not ready to talk yet?
Get “The 5 Money Mistakes Law Firm Owners Make.”
The same five mistakes I cover when I speak to rooms full of law firm owners.
Thirty minutes. A straight answer.
Tell me what's going on with the firm and your money. By the end, you'll know whether I'm the right person to help.
Book Your 30-Minute ConversationBy phone or video, wherever your firm is.