Affiliations

• Asset Strategies International - Assisting clients in globalizing assets for wealth protection.
• FICO Score and Credit Report - Purchase your credit score and credit report all in one place.
• Financial Planning Association
• Weber Hartmann - Experts in Swiss banking.
• Financial Integrity - Simply put, the program shows you how to transform your relationship with money and helps you use money as a tool to get on with the life you want to live.
• Nolo Press - Legal do-it-yourself resources.
• Your Money or Your Life - Nine Steps to Financial Independence
• Social Investment Forum - Offers comprehensive information and resources on socially responsible investing (SRI).

Recommended Reading - Personal

• Pity the Billionaire - Thomas Frank
• The Seven Spiritual Laws of Superheroes - Deepak Chopra
• Greedy Bastards - Dylan Ratigan
• Work Less, Live More - The New Way to Retire Early - Bob Clyatt
• The Millionaire Next Door - Thomas J. Stanley and William D. Danko
• The Power of Intention – Dr. Wayne Dyer
• The Seven Spiritual Laws of Success – Deepak Chopra
• The Soul of Money - Lynne Twist
• The Cultural Creatives: How Fifty Million People Can Change the World - Paul Ray and Sherry Anderson
• The World is Flat: A Brief History of the Twenty-first Century - Thomas L. Friedman
• Aftershock - Robert Reich
• Millennial Momentum: How a New Generation Is Remaking America by Morley Winograd and Michael Hais
• The Greatest Generation by Tom Brokaw
• The Automatic Millionaire by David Bach
• Money Harmony by Olivia Mellan
• The Millionaire Mind by Thomas Stanley
• Year Ahead/Year in Review: A Couples Guide to Dream Big, Plan Smart & Live Well - Pat Chiappa
• Living Simply with Children: A Voluntary Simplicity Guide for Moms, Dads, and Kids Who Want to Reclaim the Bliss of Childhood and the Joy of Parenting- Marie Sherlock

Recommended Reading - Business

• The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life - George Kinder
• The Number: A Completely Different Way to Think About the Rest of Your Life – Lee Eisenberg
• Deduct it! Lower Your Small Business Taxes – Stephen Fishman, Nolo Press
• Tax Savvy For Small Business – Frederick Daily, Nolo Press
• Running on Empty - Pete Peterson
• Perfectly Legal - David Cay Johnston
• What Wall Street Doesn't Want You to Know - Larry Swedroe
• What The IRS Doesn't Want You to Know - Martin S. Kaplan, CPA, and Naomi Weiss
• Hot, Flat, and Crowded: Why We Need a Green Revolution — and How It Can Renew America – Thomas Friedman
• Outliers: The Story of Success – Malcolm Gladwell
• Enough: True Measures of Money, Business, and Life by John Bogle
  

What's Included in a Spiritus Financial Plan? PDF

10 Basic Steps to Getting Smart About Money PDF

Tracking Your Expenses Worksheet PDF

Model Portfolio Allocations  PDF

Nine Steps to Financial Independence PDF

Money Personality Questionnaire PDF

Nolo Press Retirement Quiz PDF

Nine Myths of Financial Planning PDF

Financial Assessment Profile PDF