Creating Budget & Revenue Goals

Know Your Numbers. Grow With Intention.


Money stress is one of the fastest ways to burn out in solo practice. If you're guessing at your revenue goals—or avoiding your budget entirely—you’re not alone.


This 1-hour session helps you take control of the financial side of your practice. No spreadsheets required. Just real clarity on what it takes to make your firm profitable and sustainable.

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  • Solo or small firm attorneys without a clear budget
  • Lawyers unsure how much to charge or how much they need to earn
  • Firm owners who want to grow but need a financial plan

Who It’s For

What’s Included

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1-hour Zoom session
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Simple budget worksheet (customized to your firm)
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Break-even & profit goal calculations
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Fee structure discussion
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Post-session summary with action steps

What We Cover

Every attorney’s financial picture is different, but common topics include:


  • What it actually costs to run your firm
  • How much you need to earn (personally & professionally)
  • Setting monthly & annual revenue targets
  • Choosing a fee structure that fits your model
  • Managing inconsistent income or slow months
  • Planning for taxes, savings & growth

Why It Matters

You don’t need to become a financial expert—but you do need a clear handle on the money side of your firm.



This session takes the guesswork out of budgeting and helps you build income goals that make sense for your life, your practice, and your values.

FAQs –

Budget & Revenue Goals

  • What if I hate numbers?

    You’re in good company. We make this simple, visual, and approachable—no jargon, no complicated formulas.

  • Is this just about setting a target income?

    No—we look at both your expenses and your goals, so you can make smart decisions about pricing, growth, and cash flow.

  • Do I need to bring anything to the session?

    If you have rough numbers for your expenses or past revenue, great—but it’s not required. We can start from scratch if needed.

  • Will I get a copy of the budget after?

    Yes. You’ll get a personalized worksheet and a clear summary so you can revisit or adjust it as needed.

  • What if my income is unpredictable?

    That’s exactly why we do this. We’ll build your plan around your real-world ups and downs—not some idealized version of stability.

Ready to Talk Money?

Let’s build a plan that supports both your practice and your paycheck. Start with a free 30-minute consultation.