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

Why You Should Use a Travel Advisor and Planner for Your Travel


You have worked hard for many years. Maybe your career was life encompassing and you are now retired....

5 min read

Supporting Aging Parents with Effective Wealth Management

Witnessing your parents age will come with ups and downs. When it comes to the financial part ofcaring for aging...

4 min read

Passive vs. Active Investment Strategies: Choosing The Right Mix of Activities

Considering passive and active investment strategies is part of building a portfolio you feel comfortable with. The...


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.


Fine Answers_no logo