Specialties

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Mural, 16th at Bryant

Specialties

Satori’s clients share the common thread of wanting to live full, rich lives connected to the people and purposes they love, and to align their resources to support these connections. Some of the specific client situations in which we specialize include:

Tax Planning
Unlike most financial advisors, Satori has the qualifications to offer tax advice with financial and investment strategies to help you make tax-savvy decisions. As part of our Integrated Planning approach, we review your past tax returns and provide tax projections to highlight potential tax minimization strategies.  For some of you, tax strategies for equity compensation or unique cash flow 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.

Divorce Planning
Ending a marriage or other long-term relationship is by far one of the most stressful and lonely events you may ever experience.  Many decisions should not be made during an emotionally difficult time, and yet some issues need to be addressed soon after your settlement, and are often out of the scope of the work of an attorney. We can offer you the support and guidance needed as you move forward. This guidance includes organizing your resources after your settlement, setting out a new plan for your next chapter, and protecting your assets in the future, even as you may pursue a new relationship in time.

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Michelle’s story

Registered Domestic Partners (RDPs) / Non-Traditional Couples
Domestic partnership and cohabitation are hardly “non-traditional” lifestyles, but they each have different financial and tax planning considerations that should be addressed as part of your shared life plan. Tax planning for RDPs remains complicated, at least until joint federal tax returns are allowed for same-sex married couples, and will remain complicated for other RDPs and cohabitating couples. In the estate planning area, if you don’t have a Will, the State will have one for you. But unlike traditional married couples, the State’s plan for distribution of your assets will not likely echo what you would want as a couple.