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
Investment Planning for Parents of Young Children
Nov 22, 2024 by Nick Forgione
From your living room layout to your investment planning strategy, having young kids always changes things. Parents of...
4 min read
Navigating Financial Decisions After Retirement
Nov 22, 2024 by George Liakakis
You spent decades working hard and making careful financial decisions to build up your retirement savings. In...
3 min read
How to Develop an Emergency Fund
Oct 23, 2024 by Domenica Lurvey
Life is full of surprises, and sometimes those surprises can be expensive. With an adequate emergency fund, you can...
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.