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Spiritus Financial Planning is physically located in the heart of wine country in beautiful Northern California, so we love when our clients come meet us in person. But our clients live next door, across town, out of state and across the country. As long as you have access to a phone and/or a high speed internet connection, we can work together.

If you would like to begin a relationship as a Spiritus client, or just want more information, fill out our information form or contact us by email or phone.

Office Address

Spiritus Financial Planning, Inc.
The McNear Building
7 Fourth Street, Suite 1
Petaluma, CA 94952


financial planner Petalumarit


Mailing Address

Spiritus Financial Planning, Inc.
P.O. Box 1978
Windsor, CA 95492

E-mail: info@spiritusfinancial.com

Phone:

(707) 534-9478 (local)

(877) 801-5133 (toll-free)


The San Francisco Bay Area and beyond...

You don't have to live in Sonoma County to work with Spiritus Financial Planning. We work with clients from CA to NY and anywhere in between. Serving clients in 18 states so far, we'd love for you to be our next. Whether you're from Boise or Columbus, Billings or Boston - we can help.

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