H.L. Norwich

As a CFP financial professional and a tax and estate planning attorney, I know that financial planning and tax and property law are closely intertwined. It’s easy for things to fall through the cracks when your financial advisor says talk to your lawyer and your lawyer says talk to your financial advisor, especially during the difficult months after you have lost a loved one. That’s why, after over a decade working for large financial institutions, I started an integrated independent practice.

My pro bono work with Wings for Widows does NOT include legal advice, but in my private practice I draft estate planning documents and small business agreements for clients throughout the Washington, DC metropolitan area.

My financial planning expertise includes retirement planning, risk management, tax efficiency, money mindset and habits, and charitable and family legacy planning. I particularly enjoy working with blended, LGBTQ+, and other nontraditional families who need and value professional guidance that goes beyond cookie cutter approaches. For non-pro-bono work, I charge an hourly or flat fee and do not manage investments. This enables me to work with financial planning clients anywhere in the United States, as long as they are comfortable meeting by Zoom.