I have an attorney who sent me a referral. They have no $, debt, and will receive a small QDRO. Going back and forth between charging little to nothing to treating her like any other referral.

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Posting as :
works at
You are currently posting as works at

I have a client who started with me w/ $48k and 6 years later its $500k. You never know where future $$ is going to come from.

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Depends on how many referrals you receive from the attorney. Could be a test case...

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I’d take the attorney to lunch and thank them for the referral and show them a sample plan for the type of client we serve. I’d tell them we’d give any of their clients advice but can only take on as clients the type shown.

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