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What Financial Questions Should You Ask Your Client?
Lawyers have a unique relationship with their clients. They might only be contacted by the client when they need something done, they have done something wrong, or they have neglected to do something and are now in trouble. It can be like trying to drive forward while your view is through the car's rear view mirror. They are also fiduciaries, widely accepted as a profession that maintains confidentiality, putting the interests of their clients above their own. How involved are you going to get in the personal life of your client?
That question might not be limited to clients. If you open the door to helping clients with financial planning, it can also make sense that a law firm might address the same concerns internally. In that case, the financial planning questions a forward-thinking attorney might ask of a client are also questions that attorney should be considering in their own life.
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