The Firm

The Firm
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Mural, Mission at Steuart

What is "Satori"?

In ancient Japan, the ruling class of samurai warrior believed that a disciplined, meditative life resulted in the ultimate achievement: enlightenment, or "Satori." For the Samurai, being focused amid distraction, fearless in the face of threats, and confident in life was the goal.

Applied to the financial aspect of 21st century living, solid financial planning is a process to help you filter out the distractions, take the fear out of financial decision-making, and balance competing objectives with knowledge. We provide the focus, discipline, and unbiased environment to allow you to develop and execute specific financial actions that address your personal ambitions. "Satori" in the financial realm results in your knowing what steps to take and having the confidence to take them.