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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
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