Specialties

  • Small Business Owners
  • Entrepreneurs
  • Athletes

Contact

About Tara

Firm

Sachi Financial Planning

Bio

For nearly a decade, Tara has been helping clients achieve their financial goals through transparent advice and client education.

Latest Blog Posts

Financial Planning
April 18, 2024

The Surprising Parallels Between Scuba Diving and Financial Planning

Diving into the ocean for the first time, I was enveloped by a world of mystery and beauty, an experience that felt strikingly similar to financial planning. Both rich with…
Jason Stein 0
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Financial Planning
April 17, 2024

Maximize Your Financial Advisor Introductory Meeting: A Simple Preparation Guide

Are you gearing up for your first meeting with a financial advisor? Congratulations on taking this important step toward securing your financial future! Whether you're seeking guidance on investments, retirement…
Henry Hoang 0
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Everything you need to know about retiring earlyUncategorized
January 11, 2024

Everything you need to know about retiring early

What is retirement really? Is it an age, a number on an Investment statement, or a mindset? Retirement is your decision to trade in your paycheck for your time, memories,…
Nick Covyeau 0
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Uncategorized
January 11, 2024

What Dave Ramsey got wrong when it comes to knowing how much you can safely spend in retirement

There is a lot of merit in what most* of Dave Ramsey has to say. After all, his Baby Steps and Financial Peace University program have helped thousands of families get out of debt…
Nick Covyeau 0
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Address

3857 Birch Street Suite 3220
Newport Beach, CA 92660

Phone

+1 (949) 478-3643

Website

Sachi Financial Planning

Get In Touch With Tara