Satori Financial

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Payment method: amex, discover, master card, visa, cash
Location: Fourth Avenue Bldg
AKA: Satori Financial LLC
Other Link: http://www.satorifin.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management

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Phone: (206) 320-9263

Address: 1411 4th Ave, Seattle, WA 98101

Tax Planning
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.
Charitable Giving
For some of you, tax strategies for equity compensation (stock options, RSUs, GSUs, etc.), irregular cash flow from a business venture or liquidity events like an IPO are part of our offerings. For those with charitable intent, we can help you develop a defined charitable giving plan (including cash and volunteer hours) that focuses your generosity for maximum effect – in the world and on your tax returns.

Investment Management
® ) 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, a tax advisor who is authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. In addition to her work as an economic and litigation consultant, she has worked as an investment banker in New York and Seattle for a major broker-dealer, during which time she held Series 7 and Series 63 NASD registrations. Immediately prior to founding Satori, she served as Treasury Manager for Starbucks Coffee Company, where she was responsible for cash and investment management and financial risk management.

Financial Planning
Investment advice is not provided as part of a pre-marital or divorce consulting engagement. Clients who engage Satori for pre-marital or divorce consulting may work with the Firm in another financial planning capacity only after the pre-marital or divorce engagement has concluded.
Asset Management
Other advisors will tout their skill in stock-picking or investment research. Satori’s founder was profoundly influenced by the work of Roger Ibbotson, Professor in the Practice of Finance at Yale’s School of Management, under whom she had the privilege to study. Widely known for his research in the history of returns in U.S. financial markets, Ibbotson has studied more than 80 years’ worth of returns of various asset classes. This research has shown that approximately 90% of the variability in portfolio returns is due to the asset allocation decision and it appears that
College Funding
Clients with equity compensation, investment properties, business interests, trusts, and college planning needs are better suited for the Firm’s Financial Life Planning service.

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