I’ve always had a special affinity for attorneys—mostly because I thought I’d become one myself. Growing up, my love of asking “why,” having a competitive streak, and an inability to put books down made my parents think law was a match made in Heaven. The intellectual clash of argument, the ability to turn black-and-white law into shades of gray through savvy interpretation, and the idea of three years spent becoming a well-trained problem-solver all appealed to me.
Now, well into my adult life, I’ve come to terms with the fact that law school is no longer in the cards—much to the joy of my wife, who wouldn’t have signed up to marry me if she had to lug two kids with her through my grueling school years! Thankfully, I've found that same sense of challenge and meaning in helping clients navigate complex financial decisions as a wealth advisor.
Our Founder, Tim McLaughlin, CFP®, CKA®, also shares this novel attachment to law, having grown up the son of an entrepreneurial attorney who built a successful practice right here in Des Moines. Our team has seen firsthand from many clients and colleagues that success in the courtroom or boardroom can become both fuel for your ambition and a challenge to your long-term plans. With tight schedules, family commitments, and career demands on your plate, there is often little time for strategic planning.
We understand the unique challenges you face—tight schedules, buy-ins, large student debt, firm politics, and the “dangerous money” problem: earning enough to afford almost anything, but not everything, and still retire well. If you’re considering hiring or changing your financial partner in search of vision clarity, tactical guidance, and a plan that aligns with your life’s priorities, we’re here to help.
We are currently accepting five new clients through the end of the year. To begin, fill out our short Discovery Questionnaire and we’ll take the first step together.