Find the Certified Financial Planner™
Who's right for you.

Kathleen R. Sachs, CFP®

Sachs Financial Planning

11 Gloria Rd
Georgetown, MA 01833-1002
Phone: (978) 352-8769
Fax: (978) 352-2767

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Getting Divorced
  • Insurance
  • Retirement
  • Long-term Care
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.