INITIAL INTERVIEW
PREIODIC ONGOING REVIEW
IMPLEMENT PLAN
The Financial Planning Process
ESTABLISH GOALS AND OBJECTIVES
EVALUATE CURRENT SITUATION
DEVELOP COMPREHENSIVE PLAN
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Who We Serve
Our practice is uniquely focused on serving
Comprehensive Financial Planning Includes
Why Us
With a deep understanding of the differences between American and Japanese cultures, financial systems, and tax laws, MoneyCafe Advisors specializes in helping clients navigate life and finance with clarity and care.
You will receive services with warm, culturally sensitive, and strategic financial planning with a focus on long-term peace of mind.
Meet Suzue Sato, Founder
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Suzue Sato founded MoneyCafe Advisors in 2010 to serve individuals and families navigating financial lives across cultures, particularly Japanese and Japanese American communities in the U.S. Her work is shaped by decades of global experience and a deep understanding of life transitions such as retirement, widowhood, divorce, and intercultural families.
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Suzue holds the ChFC® designation and completed CFP® coursework. She spent over 20 years as an International Liaison for the Japan Association for Financial Planners and served on the Board of Directors of the Financial Planning Standards Board Ltd., helping advance global financial planning standards.
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Born and raised in Japan and educated in the U.S., Suzue is bilingual and brings clarity, cultural sensitivity, and thoughtful guidance to every client relationship.
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Meet Makiko Mizutani
Paraplanner
Makiko joined MoneyCafe Advisors in March 2022 after earning her Paraplanner designation from the College for Financial Planning. Originally a client of the firm, she was inspired by how financial planning can positively impact people’s lives ~ and by MoneyCafe’s thoughtful, values-based approach.
Makiko is bilingual in Japanese and English. She studied economics in Osaka, Japan, and continued her English education in Hawaii and Colorado.
As a dedicated paraplanner, Makiko supports the advisor by preparing for financial plans, clients’ reports, and ensuring seamless service. Her calm presence and cultural fluency help clients feel at ease during every step of their financial journey.
