All wealth managers will help you with your investments. But you are so much more than your portfolio. You want financial security AND a full, rich life connected to the people and purposes you love. The traditional approach to providing personal financial services - focusing on investments alone at the expense of seeing the big picture - is out-of-date and ignores the increased complexity of financial decision-making today.
We know you're busy. Our goal is to help you develop a personal financial strategy that simplifies your financial life, adapts to a changing environment, and aligns your resources with what you value most. Life is better with the right partner.
We know you're busy. Our goal is to help you develop a personal financial strategy that simplifies your financial life, adapts to a changing environment, and aligns your resources with what you value most. Life is better with the right partner.
Services
Satori Financial is an independent financial advisory firm offering objective strategic advice for personal financial decision-making. We focus our work on the planning needs of working professionals and single clients, particularly single women. Our goal is to help you develop a personal financial strategy that simplifies your financial life, adapts to a changing environment, and aligns your resources with what is most important to you.
The core of our work is Financial Life Planning (FLP), holistic financial planning including income and expense analysis, tax planning, risk management, long-term projections for traditional retirement or financial independence, estate planning, investment planning and implementation, along with on-going help and support to keep you on the right path.
Our work with you is ultimately about bringing together the decisions that have brought you to where you are today, with a strategy to move towards what you want next. It's called personal financial advice for a reason: because it's about you and your family, finances and finding happiness no matter what life doles out, including problems money can't solve.
Satori strives to serve a select group of clients with whom we can develop long-term relationships and provide guidance when it's needed most. Whether you are a 30- or 40-something underserved by traditional advisors, an individual starting over after a loss, or a couple looking to better negotiate your financial challenges, if your goals include financial independence, good health and happiness, contact us.
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