Your financial goals aren’t just about numbers in an account. They represent real life: the loved ones you want to provide for, the places you want to see, the security you want to have. We know that because we have those same goals for ourselves. At Sachetta Callahan, we’re people first and financial advisors second.
How We Work
No matter what your financial goals might be, we’re here to help you reach them. We start the financial planning process by getting to know you and your unique situation. Beyond your current financial picture, we’ll consider your family, your interests, your past and your plans for the future.
From there, we’ll work with you to develop a customized financial plan. We’re not in the business of telling you what to do with your money. Instead, we’ll follow your lead and make suggestions based on our experience and your personal goals.
As part of our comprehensive financial planning services, we can consult and advise on a number of areas. Our holistic approach means that we give our clients a full overview of their financial picture, and will make you aware of any tax implications associated with your financial activity. In addition to working with you to maximize the rate of return on your investment, we can also look at your estate planning, insurance planning and tax situation to determine the best and most efficient path forward.
This plan serves as the centerpiece of our relationship, and we measure our success on your success in reaching your financial goals. Each relationship includes financial planning, investment management, individual tax preparation, and unlimited consultations throughout the year at no additional cost. We want you to work with us on an ongoing basis without worrying about getting an invoice for every call or meeting.
Ultimately, it’s our mission help you meet your financial goals as your single point of contact for financial planning. We’ll help however we can.
- Financial statement creation
- Investment account review and repositioning recommendations
- Tax planning
- Retirement planning
- Estate planning