There are many people who call themselves financial planners. The difficult part for the prospective client is differentiating the experienced planner from the novice, the trustworthy from the biased. Spiritus is a fee-only firm, which means our income is derived purely from an hourly or pre-determined flat fee rather than from commissions. This assures that the advice our clients receive is independent, objective and always in their best interest.
Holistic Financial Planning
Clients today want advisors who proactively plan and counsel. They want advisors they can trust who are willing to go the extra mile to understand and anticipate their needs. They are looking for holistic financial planning - financial guidance that considers their life goals.
We practice the art and science of financial planning. We provide sophisticated planning solutions that align your money and your life with your deeply held principles. The benefits you receive from this approach are a higher sense of financial integrity as well as peace of mind.
Working Together Virtually
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 since our clients live next door, across town, out of state and across the country, we have integrated virtual meeting technology into the process of developing a financial plan. That means wherever you are - home, office or traveling, if you have access to a phone and/or a high speed internet connection, we can work together.
In addition to flexibility that our virtual financial planning process offers you, it is also a more sustainable way of doing business. Why spend precious time and life energy sitting in traffic driving to an appointment when technology has made it so easy to meet and work over the web? Contact us now to get started.
Our Commitment to Excellence
The key to our service is the relationship that is established between our clients and our firm. We welcome clients who value a trusted relationship with a financial advisor and we love working with clients who are serious about their financial future. We will work together towards achieving your life goals and design a plan that sets you on a course for financial independence.
Success can be measured in many ways. For us, success means you are reaching your goals. That your money is aligned with your values and you have peace of mind through volatile markets. Success also means that you know that we are looking out for your financial interests and most importantly, that you have a relationship with a financial planner built on trust and not investment returns.
Let Spiritus Financial Planning provide you the resources to enrich your world.