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"I was wary about working with a financial advisor as most I have encountered seemed low on the people factor. I did not want to add to the world's suffering with my money. Being a psychotherapist and an University professor I also don't have large sums to invest so I thought I was really out of the running for productive investing. Mark Zaifman of Spiritus Financial Planning met me first at a heart and human level. I felt respected and considered as he went over every detail of my financial profile. He assisted me with some complications that arose in my financial life with support, encouragement and ease, as well as recommending a broker and a lawyer who both ended up helping a great deal.

I feel good knowing my investments are people and planet friendly, and that money can be managed from a spiritual and personal place. I have learned a lot from Mark. I feel more confident about my financial future as a result."

Maria Hess Ph.D
Sonoma State University
Cotati, CA

 
 
  Spiritus Financial Planning, Inc.
   
Mailing Address:

PO Box 1978
Windsor, CA 95492

Office Address:

446 Emily Rose Circle

Windsor, CA 95492

Phone: (707) 534-9478 (local)
  (866) 257-8474 (toll free)
Fax: (707) 534-9478 
   

E-mail:

Yahoo IM:

info@spiritusfinancial.com

mzaifman

   
Hours of Operation: Monday-Thursday: 8:00 a.m. - 5:00 p.m.
Friday: 8:00 a.m. – 12:00 p.m.
   

Financial Wellness is peace of mind.

 

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