Satori Financial LLC is a private financial planning and investment advisory firm designed to put the client's interest first:

• The Firm's fee-only structure allows for independence and objectivity,
  compensating the Firm for service to you, not for selling particular products or investment strategies. We are paid only by our clients and offer our allegiance only to them.
• Our planning is Personal and specific to YOU.
  Like a personal financial shopper - we look for the best financial strategies and products we can find for our clients, regardless of who provides them.
• Satori offers tax advice
  Our tax expertise includes tax compliance as well as tax planning, preparing returns for select clients to ensure that recommended tax strategies are implemented and new tax-saving opportunities not overlooked.
• You are more than your portfolio
  We recognize that our clients' concerns often start with financial matters but typically also include less tangible issues. Many clients have philanthropic interests and a desire for strong family ties. We work to integrate these goals and values into your plan.

For more information, please call us at (206) 320-9263 or contact us by e-mail.