Satori Financial LLC

LIFE IS BETTER WITH THE RIGHT PARTNER

Satori Financial LLC works with clients who want a partner to help them organize, simplify, and manage their financial lives in today's chaotic world. 

Satori focuses on the planning needs of clients who are single, by choice or by chance, particularly those beginning again after divorce, and working professionals who want to outsource help with their financial life.

    In addition to the traditional investment management and retirement planning, Satori offers • Active TAX PLANNING and advice by a credentialed professional to help you make tax-intelligent decisions, and representation before the IRS if needed • ASSET PROTECTION analysis to ensure you retain your assets if you are considering marriage or cohabitation • Coordination of your RISK MANAGEMENT program to close gaps in insurance coverage and preserve what you’ve acquired • VALUES-BASED PLANNING and a discovery process focused on what you want out of life, developing a financial strategy that supports your personal as well as financial goals

    Michelle Fait is a Certified Financial Planner practitioner (CFP®) with expertise in investments and tax. She holds an MBA in Finance from Yale University and a bachelor's degree in Economics from U.C. Berkeley. She is also an Enrolled Agent (EA), allowing her to represent clients before the IRS, and a Certified Divorce Financial Analyst (CDFA), trained in financial and tax matters related to divorce and marriage. 

    You don't have to do this alone. Contact us to see how we can help.  

    Very truly yours,

    Michelle A. Fait, President

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

PO Box 85612 Seattle, WA 98145-1612 Phone: (206) 320-9263

Primary Office

PO Box 85612 Seattle, WA 98145-1612 Phone: (206) 320-9263