Sachi Financial Planning

Overview

Sachi Financial Planning is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. Its practice is focused on serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm lists a range of advisory services—financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and educational seminars—so its workflow blends one-on-one planning with outsourced manager selection when appropriate. From an investment-policy perspective the firm leans toward pooled public vehicles and structured portfolios rather than direct-stock concentrated strategies. The filing indicates the firm identifies as an active ESG investor, which suggests ESG screens or ESG-focused mutual fund selections are part of its implementation toolkit. Sachi Financial Planning is also flagged as a capital allocator, meaning it has the authority and practice of putting client capital into third‑party managers or funds when that fits client objectives, although the firm’s scale shapes how broadly it deploys that capability.

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Location & Offices