Spiritus Financial Planning is a fee-only comprehensive financial planning firm serving clients from San Francisco to New York. We provide financial planning and investment advice that’s easy to understand and implement. At Spiritus we don’t believe you need a fortune to start building one. Our clients have the flexibility to engage us on a one-time, as-needed, or ongoing basis. And because we are fee-only, our advice is completely objective and always in your best interest.

Our fee-only services include:

• Comprehensive Personal Financial Planning
• Retirement Planning
• Financial Advice on an Hourly Basis
• Investment Management

Why Choose Spiritus?

It is our personalized and holistic approach that distinguishes Spiritus Financial Planning from other firms. We practice the art and science of financial planning by designing 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. Learn more about the benefits our fee-only approach to financial planning offers our valued clients.

Imagine Peace of Mind…If you have been seeking guidance on personal finance and would like your money to more fully reflect your core values, contact us today. It would be our pleasure to discuss with you our approach, ethics philosophy and results.

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.