SharpEdge Financial
Industry
Financial Services
Client
Joel Chouinard
Service
Video Editing
Date
2023 - 2024
Client Overview
Most financial advisors treat attorneys like any other client. SharpEdge Financial doesn't. Founded by CFP® professional Joel Chouinard, this Frisco, Texas-based, fee-only firm specializes exclusively in the financial planning needs of Millennial and Gen Z attorneys, from Big Law associates navigating student debt to new partners facing their first complicated tax year.
What Is a Fee-Only Financial Advisor?
An edited reel for SharpEdge Financial explaining the fee-only financial advisor model to an audience of attorneys and young professionals who may never have considered how their advisor gets paid. Edited from Joel's talking-head footage, the approach centered on layering in captions, slide cards, and supporting graphics to break up the visual flow and reinforce key points, turning a content-heavy explainer into something genuinely watchable. VIEW HERE
Taxation of Associates Versus Partners
An edited reel for SharpEdge Financial tackling the tax differences between associate and partner attorneys, a transition that catches many lawyers off guard when they make partner. Edited with captions, slide cards, and supporting graphics to keep the complex material visually digestible, the video was deliberately timed around Tax Day and structured as the first in a two-part series, closing with a hook for the follow-up on managing quarterly estimated payments. VIEW HERE
Financial Tips for Expecting Parents: Dust Off Your Budget
A financial education reel edited for SharpEdge Financial, kicking off a series aimed at helping expecting parents get financially ready for a new child. The episode breaks down a three-step budgeting process in practical, jargon-free terms, with captions, slide cards, and graphics layered in to keep the material visually digestible, and closes with a personal touch: Joel drawing on his own firsthand experience as a parent of two to ground the advice in lived reality. VIEW HERE
Tips to Get Finances Ready for Law Firm Partnership
A financial education reel edited for SharpEdge Financial, launching a series specifically designed for senior associates approaching law firm partnership. The episode breaks down a practical four-category framework for getting finances organized before the transition; from 401(k)s and insurance policies to real assets and liabilities, edited with captions, slide cards, and supporting graphics to keep technically dense material accessible to attorneys who are experts in law, not personal finance. VIEW HERE
