Advisor's Insights
A library of short videos and downloadable guides offering practical tips and strategies for financial planning clarity and confidence.Financial Guidance That Fits Your Life
Welcome to your resource library for practical, real-world financial insights, directly from our financial advisors. Whether you’re curious about smart money moves, exploring the mindset behind your habits, or want to know what it’s like to work with SideBar Advisors, you’re in the right place.
Browse the playlists, view the guides, take what you need, and come back anytime.
Sidebar Snippets: Smart Money Moves
Quick, practical financial tips made for attorneys. These bite-sized videos break down the essentials—no jargon, no fluff. Whether you’re just starting out or deep into your legal career, these insights are built to fit your life.
Money & Mindset
Your financial life is shaped by more than just math. In this playlist, we dive into the beliefs, habits, and behaviors that influence how you handle money. It’s a guide to understanding your mindset—so you can make decisions that actually align with your goals.
Working With SideBar Advisors
Curious what it’s like to partner with us? This playlist walks you through our process—from your first consultation to onboarding and ongoing support. Learn how our team simplifies your finances using clear strategies and easy-to-use tools.
Follow us to stay up to date on more financial insights, real-life strategies, and tips to help you feel more confident about your money.
Downloadable Financial Guides For Attorneys
Financial Guide: High Earning Attorneys
This guide outlines the key financial challenges attorneys face as high earners and why financial planning looks different for them. Also offered in this guide are practical strategies to manage wealth with more clarity, confidence, and control.
Financial Guide: Women in Law
Designed specifically for women attorneys, this guide explores the unique financial challenges they face and shares actionable steps to build long-term financial confidence.
Safeguarding Wealth: Strategies for High-Net-Worth Attorneys Facing or Following Divorce
Download this exclusive article by Stacy Phillips, a prominent force in family and divorce law, on how high-net-worth individuals can protect their wealth through marriage and divorce. A must-read for attorneys and professionals navigating major life transitions.
Navigating Long-Term Care Planning And Financial Strategy
Planning for long-term care presents a range of financial challenges that can significantly affect both the person receiving care and their loved ones. Download this guide on the critical financial considerations to keep in mind as you plan for long-term care.
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