Sachi Financial Planning (SFP) offers investment management and financial planning services. SFP creates investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. SFP also offers financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Financial planning is offered on an ongoing or project basis.
Fee Structure
Sachi Financial Planning (SFP) charges 1.00% of your portfolio annually for investment management services, billed monthly. If you also use SFP for ongoing financial planning, the investment management fee is reduced to 0.50% of your portfolio, plus a monthly fixed planning fee.