Michelle Fait (CDFA, CFP®, EA, MBA)

Michelle Fait focuses in the
following client markets or areas of practice:

Corporate Executives

Divorce Planning

Entrepreneurs

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Millennials

Planning Specialties

LIFE IS BETTER WITH THE RIGHT PARTNER.

Satori Financial is a boutique fee-only financial advisory firm that works with clients who want a partner to help them organize, simplify, and manage their financial lives in today's chaotic world.

We focus our work on the planning needs of clients who are single, whether by choice or by chance, particularly those beginning again after divorce. 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.

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-smart 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

YOU DON'T HAVE TO DO THIS ALONE. Contact us and find out how we can help.