Financial Planning for Our Generation.
Sachi Financial Planning
Guiding You Through Your Wealth Journey
Financial security means different things to different people. To some, it means being able to take off on vacation at a moment’s notice. To others, it is the knowledge that you and your family are provided for, no matter what happens.
At its essence, financial security is freedom – from fear, uncertainty, and stress.
At Sachi Financial Planning, we help you to find that freedom.
Financial Planning
Looking to get married, start a family, or get on the property ladder at any point? Then high-quality financial planning now can save you a headache in the future. We work with you to define your targets and ensure that your current and expected future financial situations align with what you want to achieve
Investment Management
Savings accounts are nowhere near as powerful as they used to be, so if you have a significant cash sum then you need to access expert advice to make that money work for you. Our investment advice takes into account your comfort with risk and is the best way to keep your nest egg growing in an uncertain economy.
Hey there, I´m Tara, Founder of Sachi Financial Planning.
TRUSTED ALLY – TARA BOKOSKY, CFP®, MBA
Think of me as your financial confidante. I’m here to give you that extra boost to get you where you want to be financially. No one-size-fits-all plans here—every strategy from Sachi Financial Planning is custom-made just for you, taking into account all your dreams and challenges.
At Sachi Financial Planning, my goal is to bring some peace of mind into your life by equipping you with the tools and knowledge to secure your financial future. I’ve got the scoop on investments, retirement, estate planning, and more, and I’m always on the lookout for any market shifts to keep you informed.
Being a CERTIFIED FINANCIAL PLANNER®️️️ professional means more to me than just a certification—it’s a calling. I’m here to be your rock, your trusted advisor for all things money-related. With a personalized game plan and ongoing support, we’ll team up and conquer your financial journey together.
So, are you ready to embark on your journey to financial empowerment with a dedicated partner by your side? Let’s dive in!
The Financial Planning Process
At Sachi Financial we simplify the start of your financial journey into 3 simple steps
01
Discovery Meeting
Our Discovery Meeting is broken into two parts. Part 1 is a 30 minute phone call to to get to know one another and to determine whether it makes sense to proceed to Part 2. Part 2 dives deeper into your concerns, goals, and desires and we decide if we will move on and start your Financial Planning process.
02
Get Organized & Explore Possibilities
We will collect any necessary information while helping you sort through your financial lives and get organized. We then work to analyze and evaluate your current financial status together using our financial planning software.
03
Implement, Monitor, & Update
We get our clients to take action. The goal is to commit to implementing the top 1 or 2 recommendations. We will implement the remaining financial planning recommendations together and meet semi-annually to ensure that we are making progress.