Who Needs a Financial Plan?

You do - so why not start the new year right by getting your financial house in order.

Planning for a Successful Retirement

You're swiftly approaching the finish line - what's next?

Read "The Art of the Financial Planner" by Stephanie Berenbaum of Fabulous & Frugal.

Read Mark Zaifman's 
interview on

 

 

 

 


Welcome to Spiritus Financial Planning…

It is our personalized and holistic approach that distinguishes Spiritus from other firms. We practice the art and science of financial planning.

We design plans that align your money and your life with your core values. The benefits you receive from this approach are a higher sense of financial integrity as well as financial freedom.

If you have been seeking guidance on personal finance and would like your money to more fully reflect your core values, contact Spiritus Financial Planning. It would be our pleasure to discuss with you our approach, ethics, philosophy and results. Learn more...

    Imagine Peace of Mind…
    Learn about the benefits our fee-only approach to financial planning offers our valued clients.

    Think you are ready for semi-retirement?

    Take take our retirement quiz and find out if you are ready to begin the next phase of your life - early semi-retirement.

As part of the Spiritus commitment to improving local and global communities, we are proud members of 1% for the Planet®, a network of companies committed to contributing 1% of their annual revenues to selected non-profit organizations around the world whose work contributes to environmental preservation, protection, and education.