financial planning is best done with financial therapists - like us!

like a therapist, we are deep and private listeners to your life goals, including buying a home, having kids, funding college, life insurance, retirement, and estate planning!

we build your monthly budget.
we include living expenses and "fun" expenses - such as manicures, the gym, and yes, vacations. to download our budget spreadsheet, click here!
we then review your goals.
we always suggest an emergency fund of 3-4 months of expenses. We also help plan your long term goals, including home, college, retirement.
your home is our "office."
our best work gets done in the privacy of your home where we review your budget and documents ... and listen to your personal goals! 

All Rights Reserved | Sanskar Advisors, LLC and Sanskar Tax Services, LLC

 © 2024
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