Michelle Fait, Mba, Cfp, Ea, Cdfa

Michelle Fait, Mba, Cfp, Ea, Cdfa Email and Phone Number

Founder/Fee-only financial advisor to singles in a world of couples @ Satori Financial LLC
Michelle Fait, Mba, Cfp, Ea, Cdfa's Location
Seattle, Washington, United States, United States
Michelle Fait, Mba, Cfp, Ea, Cdfa's Contact Details

Michelle Fait, Mba, Cfp, Ea, Cdfa work email

Michelle Fait, Mba, Cfp, Ea, Cdfa personal email

Michelle Fait, Mba, Cfp, Ea, Cdfa phone numbers

About Michelle Fait, Mba, Cfp, Ea, Cdfa

IRAs, 401ks, RSUs, GSUs, NSOs, ISOs, AMT, NIIT, IRMAAs, QCDs, RMDs...The financial world is a sea of acronyms, and I do tax and financial planning around them. One of best parts of my job is making the arcane accessible. I am a creative, collaborative, committed leader in personal finance with a focus on the tax and financial planning needs of working professionals. Especially those clients who are single, whether by choice or by chance. Of all the things you have to do on your own, getting your financial life in order doesn't have to be one of them. Specialties: Financial planning for single professional women, including advanced tax planning, tax diversification strategies, equity compensation, philanthropic giving & regenerative finance, pre-marital financial planning, asset protection for those considering marriage or cohabitation.

Michelle Fait, Mba, Cfp, Ea, Cdfa's Current Company Details
Satori Financial LLC

Satori Financial Llc

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Founder/Fee-only financial advisor to singles in a world of couples
Michelle Fait, Mba, Cfp, Ea, Cdfa Work Experience Details
  • Satori Financial Llc
    Founder/Financial Life Planner
    Satori Financial Llc 2001 - Present
    -Founding principal of fee-only financial advisory firm focused on planning for single professional women. Directs objective financial life planning services (on-going holistic support), financial plan reviews, and financial analysis concerning marriage and divorce. Tax expertise includes advanced tax planning on equity compensation (company stock, ISOs, NQSOs, RSUs, etc), tax aspects of marriage and divorce, and the qualifications to represent you before the IRS if required.Financial Life Planning services includes: - Active TAX PLANNING and advice to help you make tax-smart decisions - ASSET PROTECTION analysis to ensure you retain your assets if you are considering marriage or cohabitation - Coordination of your RISK MANAGEMENT program to close gaps in insurance coverage and preserve what you’ve acquired - VALUES-BASED PLANNING to support your personal as well as financial goals -No product sales, just objective advice
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  • Starbucks Coffee Company
    Treasury Manager
    Starbucks Coffee Company 1996 - 2000
    Seattle
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  • Prudential Securities Inc
    Investment Banker
    Prudential Securities Inc 1993 - 1996
  • Putnam Hayes & Bartlett
    Research Associate
    Putnam Hayes & Bartlett 1987 - 1991

Michelle Fait, Mba, Cfp, Ea, Cdfa Skills

Portfolio Management Tax Planning For Executives Equity Compensation Planning Women And Money Divorce Fee Only Financial Planning Tax Advice Tax Diversification Strategic Planning For Philanthropy Roth Conversions Financial Planning For Gen X Venture Philanthropy Personal Financial Planning Certified Divorce Financial Analyst Investments

Michelle Fait, Mba, Cfp, Ea, Cdfa Education Details

Frequently Asked Questions about Michelle Fait, Mba, Cfp, Ea, Cdfa

What company does Michelle Fait, Mba, Cfp, Ea, Cdfa work for?

Michelle Fait, Mba, Cfp, Ea, Cdfa works for Satori Financial Llc

What is Michelle Fait, Mba, Cfp, Ea, Cdfa's role at the current company?

Michelle Fait, Mba, Cfp, Ea, Cdfa's current role is Founder/Fee-only financial advisor to singles in a world of couples.

What is Michelle Fait, Mba, Cfp, Ea, Cdfa's email address?

Michelle Fait, Mba, Cfp, Ea, Cdfa's email address is mo****@****ail.com

What is Michelle Fait, Mba, Cfp, Ea, Cdfa's direct phone number?

Michelle Fait, Mba, Cfp, Ea, Cdfa's direct phone number is +120632*****

What schools did Michelle Fait, Mba, Cfp, Ea, Cdfa attend?

Michelle Fait, Mba, Cfp, Ea, Cdfa attended Yale University - Yale School Of Management, University Of California, Berkeley.

What are some of Michelle Fait, Mba, Cfp, Ea, Cdfa's interests?

Michelle Fait, Mba, Cfp, Ea, Cdfa has interest in Animal Welfare, Children, Arts And Culture, Health.

What skills is Michelle Fait, Mba, Cfp, Ea, Cdfa known for?

Michelle Fait, Mba, Cfp, Ea, Cdfa has skills like Portfolio Management, Tax Planning For Executives, Equity Compensation Planning, Women And Money, Divorce, Fee Only Financial Planning, Tax Advice, Tax Diversification, Strategic Planning For Philanthropy, Roth Conversions, Financial Planning For Gen X, Venture Philanthropy.

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