Satori Financial

Satori Financial is an independent, financial planning-focused advisory firm that was founded in 2001. Our mission is to provide personalized financial advice without the use of financial industry jargon or requiring clients to have millions of dollars to invest. As a fee-only firm, we operate under a fiduciary standard, ensuring that our clients' interests always come first. Our founder, Michelle, started her work in personal finance after a career in investment banking and corporate finance. She was drawn to the analytical puzzle of a financial plan but stayed for the desire to help clients use their resources to build meaningful lives.

Our Approach

The traditional approach to providing personal financial services focuses solely on investments, ignoring the increased complexity of financial decision-making today. At Satori Financial, we take a different approach. We believe that you are more than your portfolio and that financial security and a full, rich life connected to the people and purposes you love are equally important. Our approach 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.

Our Services

We offer three main services at Satori Financial: Mural, SF On-Going Support, Mural, One-Time Review, and Mural, Financial Analysis.

• Mural, SF On-Going Support: Through Financial Life Planning, we work in partnership with you to offer ongoing support to help organize, simplify, and manage your financial life in today's chaotic world, freeing up your time for really living.
• Mural, One-Time Review: If you want an assessment of your current financial position and an initial set of guidelines for implementing your own financial plan, a Financial Review may be for you.
• Mural, Financial Analysis: Our goal is to help you craft the life you want. If you're considering marriage or divorce, you worry about making the right decisions for your future. Financial analysis specific to your situation can help.

At Satori Financial, we specialize in financial advice for individuals who want to establish, develop and protect their economic free agency in the world. Over 60% of our clients are single, and 32% of client households include an entrepreneur, angel investor, or other self-employed enterprise. We are committed to helping our clients develop their talents to their fullest and to build financial independence aligned with their values. Our clients have included those at Amazon, Apple, Boeing, Google, Microsoft, Nordstrom, Starbucks, University of California, and University of Washington.