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Financial Services
Satori Financial provides personalized financial support across three core offerings, each designed to meet you where you are. Whether you’re navigating a specific question, seeking a comprehensive review of your business, or looking for ongoing financial leadership, you’ll receive clear, grounded guidance tailored to your goals.
Financial Strategy Session
Clarity when you need it.
Your financial questions don’t always require a full engagement, but they do deserve thoughtful, experienced guidance. Financial Strategy Sessions are focused, high-impact conversations designed to help you navigate the decisions in front of you with clarity and precision. Bring a specific question or a complex situation and we’ll work through it together and leave you with a clear path forward.
Executive Financial Review
See what's working. Fix what's not.
Executive Financial Reviews are designed to give you a clear, accurate picture of your business from both a financial and strategic perspective. We take a comprehensive look at your financials, systems, and overall structure to identify errors, omissions, and areas for improvement.
✨This work serves as a meaningful pause and reset, bringing your business back into alignment with best practices.
The result is a set of clear, actionable recommendations you can confidently implement, whether on your own or with your existing team.
*Engagements typically range from $3,000 to $6,000 depending on transaction volume and overall complexity, with final pricing confirmed after the discovery call.
Fractional CFO Support for Businesses
You don’t need to do it all alone anymore.
You’ve built something meaningful and now it’s time for your finances to support your next chapter with structure, clarity, and strategy. Satori Financial offers Fractional CFO support that’s hands-on, heart-forward, and rooted in real experience.
Financial partnership that meets you where you are
You don’t need to have it all figured out.
Maybe your team is growing faster than your systems.
Maybe you’re avoiding your cash flow spreadsheet or relying too heavily on it.
Maybe you just want to understand what your numbers are really saying.
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Satori Financial helps growing businesses untangle complexity and build financial systems that support the future you’re working toward, with zero judgment, overwhelm, or jargon.
FRACTIONAL CFO SUPPORT
What you can expect
Every engagement is custom-designed based on your priorities, challenges, and decision-making style. This is not a cookie-cutter dashboard or one-size-fits-all service.
Common areas of support include:
Strategic budgeting and cash flow forecasting
Internal controls and operations system mapping
Month-end close and workflow optimization
Reserve planning and liquidity optimization
KPI setup and performance tracking tools
Hiring guidance and collaborative team coaching
Clear, concise financial reports with context
Systems implementation and tech stack upgrades
Investor updates and long-term capital planning
Engagement Structure
You'll receive high-level experience with full-spectrum support, tailored fully to your specific business needs. Some clients engage around a defined quarterly deliverable that provides a consistent executive financial review, reporting, and strategic recommendations. Others require more hands-on support, with ongoing executive availability to help guide decisions in real time.
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Details:​
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Engagements begin at $1,550/month, depending on scope, complexity, and level of support required.
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A minimum commitment of 3 months allows for meaningful insight and measurable progress.
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Each engagement is scoped thoughtfully to ensure the right balance of structure, flexibility, and support.
You’re the visionary. I help you bring it to life.
Before founding Satori Financial, I served as CFO for a $6B investment firm. I’ve sat in boardrooms, built the dashboards, and made the hard calls. But I’ve also worked side-by-side with founders who wear every hat and simply want someone to take this part off their plate.
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I bring grounded expertise, fresh energy, and deep respect for the work you’re doing. My goal is to help you feel supported, empowered, and never alone when it comes to your business’s financial direction.
Why Statori is Different
This is not a faceless app or offshore team. Satori Financial is your dedicated strategic partner who sees the full picture, listens to your goals, and helps translate your numbers into clear next steps. Whether you're managing a growing practice, launching a new service, or simply craving more ease in your finances, my approach gives you peace of mind and actionable insight.