Jessica Medina, LLC

What Jessica Medina, LLC does

Jessica Medina, LLC is a Virginia-domiciled, single-member financial coaching practice founded in 2020 by Jessica Medina, a former Biglaw litigation associate (8 years at a large DC firm) and SEC Division of Enforcement attorney (5 years) who subsequently obtained the Accredited Financial Counselor (AFC) certification through AFCPE. The firm provides one-on-one financial coaching exclusively to attorneys — primarily Biglaw associates and partners, plus attorney couples — with the explicit purpose of helping clients navigate career transitions, manage six-figure student loan debt, and optimize cash flow so they can pursue lower-compensated but more fulfilling work. Programs run 2-6 months and price between $2,000 and $7,500 depending on duration and level of support, with a separate $500 30-Day Student Loan Repayment Plan as a lower-friction entry point.

The product surface is service-led rather than technology-led. There is no software platform, mobile app, or AI component; the underlying 'technology' is a proprietary attorney-specific financial coaching framework that combines counseling techniques with personal finance strategy (spending plans, debt paydown, savings, behavioral habit change). Supporting offerings are content assets: a free '5 Money Mistakes Lawyers Make' guide, a free 10-Day Student Loan Email Series used as a lead magnet, the 'Beyond Biglaw: Money Management for Lawyers' podcast (20-30 minute episodes with expert interviews), a blog, webinars/Zoominars, and guest appearances on external legal and financial podcasts.

Go-to-market is direct-to-consumer via a Squarespace website (jessicamedinallc.com) with a self-serve waitlist and a free 45-minute initial phone consultation. The firm is at full client capacity, running a waitlist rather than active acquisition. Distribution and credibility are built through owned media (podcast, blog, LinkedIn), third-party features (ABA Journal, Bloomberg Law, HuffPost, Business Insider, InHerSight), and speaking engagements at legal industry events including the Greater Washington Area Chapter Women Lawyers Division. Revenue mechanics are professional-services fees plus one-time fees for the student loan product, with no disclosed subscription, enterprise, or institutional contracts; headcount is one founder-operator.

Name

Jessica Medina, LLC

Legal name

Jessica Medina, LLC

Website

https://jessicamedinallc.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Jessica Medina, LLC is a Virginia-based solo financial coaching practice that helps Biglaw attorneys and their spouses manage student loan debt, plan career transitions, and build savings through 2-6 month one-on-one programs priced at $2,000-$7,500.

Ownership category

akta.pro rank

Product category

Personal Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Professional and Management Development Training (61143)

SIC

Investment Advice (6282), Services-Educational Services (8200)

akta.pro primary industry

Financial Coaching & Budgeting Advisory (FSAEAAAH)

akta.pro secondary industries

Financial Literacy, Debt Counseling & Default Prevention (EDALAJAK), Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)

Keywords

• Financial coaching services
• Lawyer career transitions
• Student loan repayment
• Personal financial planning
• Attorney financial counseling

Headquarters

HQ city

Alexandria

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Financial Coaching Programs: One-on-one financial coaching programs lasting 2-6 months with personalized support. Range from $2000-$7500 depending on program length and support level.
2. 30-Day Student Loan Repayment Plan: One-time fee program helping clients develop personalized student loan repayment strategies with kickoff call and ongoing guidance.
3. Email Course / Lead Magnet: Free 10-day email series on student loan repayment strategies, used to build email list and nurture leads.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Jessica Medina, LLC is a solo financial coaching practice that delivers one-on-one coaching programs (2-6 months, $2,000-$7,500) helping lawyers and Biglaw associates manage student loan debt, optimize cash flow, plan career transitions, and build long-term savings. The practice also offers a $500 one-time 30-Day Student Loan Repayment Plan, free educational guides, a 10-day student loan email series, and the "Beyond Biglaw" podcast, all delivered personally by founder Jessica Medina, an Accredited Financial Counselor and former Biglaw/SEC attorney.

Product overview

Jessica Medina, LLC is a solo financial coaching practice offering a suite of services designed to help lawyers escape Biglaw and achieve financial freedom. The core offering is one-on-one financial coaching (2-6 month programs ranging from $2,000-$7,500), supported by free educational resources including the '5 Money Mistakes Lawyers Make' guide and the '10-Day Student Loan Email Series'. The company also offers a paid '30-Day Student Loan Repayment Plan' program at $500 for intensive loan strategy development. Content-based offerings include the 'Beyond Biglaw: Money Management for Lawyers' podcast featuring expert interviews and educational episodes. All services are delivered by Jessica Medina, an Accredited Financial Counselor and former Biglaw attorney, with a focus on personalized, values-based financial planning for career transitions.

Differentiator

Problem solved

Functional benefit

Products and services

• One-on-One Financial Coaching Personalized financial coaching delivered over 2-6 months to individual lawyers and couples, helping them optimize cash flow, manage student loan debt, plan career transitions out of Biglaw, and prepare finances for life beyond large-firm practice. Includes accountability support and customized financial strategies.
• 30-Day Student Loan Repayment Plan One-time $500 paid program that analyzes the client's financial situation, evaluates student loan repayment options, and provides personalized strategy development with a kickoff call and ongoing guidance over 30 days.
• 5 Money Mistakes Lawyers Make (and what to do instead) Free downloadable guide covering the top five financial mistakes attorneys make, including student loan management, credit card handling, golden handcuffs strategies, and leveraging lawyer skills for financial benefit.
• 10-Day Student Loan Email Series Free 10-day email course teaching strategies for evaluating and choosing the best student loan repayment approach, including refinancing, income-driven repayment plans, and creative repayment strategies.
• Beyond Biglaw: Money Management for Lawyers Podcast Podcast featuring 20-30 minute episodes on financial management for lawyers, career transitions from Biglaw, student loan strategies, and interviews with former lawyers and financial experts.

Quantifiable outcome

• Clients report increased confidence in career and financial decisions
• +1 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Student Loan Planner: Fee-based student loan repayment planning service for high-earning professionals, including attorneys and doctors. Highly comparable to Jessica Medina's 30-Day Student Loan Repayment Plan offering — Jessica has actually appeared on the Student Loan Planner podcast.
• Ellevest: Digital wealth management and coaching platform originally built for women professionals. Comparable as a coaching + investment guidance hybrid aimed at a specific professional demographic.
• XY Planning Network: Network of fee-only financial planners focused on Gen X and Millennials. Comparable as a competitor for the same professional/Gen-X demographic seeking ongoing financial planning rather than product-pushing wealth management.
• Facet Wealth: Tech-enabled financial planning firm offering flat-fee advice from CFPs to mass-affluent and high-earning professionals. Comparable in serving professionals seeking personalized planning with a transparent fee structure rather than AUM-based pricing.
• Harness Wealth: Financial planning platform specifically targeting high-earning professionals including tech employees and other white-collar workers. Closely comparable target audience and 'professional-specialist' positioning to Jessica's attorney focus.
• Money with Katie (Katie Gatti Tassin): Independent financial educator and coach offering one-on-one advising and courses for high-income women and professionals. Comparable solo-coach model with content-marketing funnel and premium coaching offering.
• Financial Gym: Subscription-based financial coaching and training service for individuals. Direct comparable on the coaching-as-a-service business model, training methodology, and target buyer of professionals seeking accountability on budgeting and debt.
• I Will Teach You To Be Rich (Ramit Sethi): Personal finance education brand selling books, courses, and premium coaching programs on budgeting, debt, and career earnings. Comparable on content-led funnel, premium coaching tier, and target buyer of high-earning professionals.

Broad incumbents

• SoFi: Large fintech offering student loan refinancing, wealth management, and financial planning. Comparable in addressing the same underlying problems — student debt and professional financial planning — at scale and with technology leverage that Jessica Medina, LLC lacks.
• Abacus Wealth Partners: Established fee-only RIA serving HNW individuals with holistic financial planning. Comparable as a broader incumbent offering personalized financial planning to high-earner professionals, but operating at much larger scale and without the legal-vertical specialization.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/jessica-medina-llc
• Instagraminstagram.com/jessicamedinallc
• Facebookfacebook.com/jessicamedinallc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jessica Medina, LLC