Your financial goals aren't just about numbers in an account.
They represent real life.

We believe in a holistic approach, advising our clients on all elements of their financial well-being.

Our leadership team are CPAs who help our clients make smart, fully-informed decisions regarding their financial future.

FROM OUR BLOG

4 min read

Value Investing: Principles and Practices for Long-Term Success

"What gives you opportunities is other people doing dumb things." That's how Warren Buffett, a famed value investor,...

5 min read

Five Questions for Legacy Planning with Strategic Investments

What's the most high-impact way you could use your wealth to help the people and things you love most, even after...

5 min read

Tax-Efficient Investments: Maximizing Long-Term Results

Designing a tax-efficient investment strategy might feel like a game of financial chess. There are a lot of moves...

 

Comfortable, holistic financial services that support who you are and where you want to be.

When your financial planner and your accountant work together, you can expect more comprehensive recommendations. At Sachetta, our advisors are CPAs, and they are considering your full financial picture every step of the way. Learn more about our approach to helping you reach your financial goals.

About Us

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Fine Answers Podcast

At times it seems like the financial world is detached from reality. But whether we like it or not, money dictates our entire life.

Fine Answers aims to bridge that gap by discussing money tips
and tricks, best practices for success and the psychology behind it all.

The answers won’t be great…but they’ll be fine.

Listen

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