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!