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.


5 min read

What Gifting Stocks Can Mean for Your Tax & Estate Plans

There are many scenarios in which it may make sense to give away assets (stocks, bonds, mutual funds, etc.). Perhaps...

4 min read

Tax Planning Strategies for a Tax-Efficient Retirement

Retirement should be one of the least stressful periods of your life. You deserve to enjoy those years, not spend them...

5 min read

Navigating Complex Estate Planning Questions and Choices

You’re making decisions about family, money and your own unpredictable future—so it’s hardly surprising that a lot of...


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


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.


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