Episode 269 Financial Planning for Attorneys with Niraj Chhabra
In today’s episode of the Wealthy Woman Lawyer® podcast, I chat with Niraj Chhabra, Managing Director of Sidebar Advisors, a financial planning firm focused on helping attorneys navigate their unique financial challenges.
With an MBA in finance from Rutgers University and certifications as a CFP® (CERTIFIED FINANCIAL PLANNER™), CLTC® (Certified in Long Term Care), and CRPC® (Chartered Retirement Planning Counselor℠), Niraj brings extensive experience in advising legal professionals on family finances, tax strategies, and retirement planning.
Niraj launched Sidebar Advisors in 2022, after serving as an advisor at Ameriprise Financial since 2005, where he worked primarily with clients in the legal profession. His focus is particularly on empowering women lawyers through holistic financial planning and complimentary educational workshops, helping them tackle tax challenges and adapt their financial plans as their careers evolve.
Listen in as Niraj and I discuss:
Niraj launched Sidebar Advisors in 2022, after serving as an advisor at Ameriprise Financial since 2005, where he worked primarily with clients in the legal profession. His focus is particularly on empowering women lawyers through holistic financial planning and complimentary educational workshops, helping them tackle tax challenges and adapt their financial plans as their careers evolve.
Listen in as Niraj and I discuss:
- The specific financial challenges faced by attorneys, including managing student loan debt, navigating tax implications, and preparing for retirement
- How Sidebar Advisors offers customized financial strategies to women lawyers, focusing on their unique needs as business owners and legal professionals
- Key strategies for attorneys balancing personal and business finances, from saving for retirement to managing cash flow for their law firms
- The importance of building a financial safety net and long-term planning for attorneys, particularly those who run small law firms
- Why financial literacy and proactive planning are essential, especially for women navigating complex financial decisions
- And much more!
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