Sixteen
years after first reading the book "Your
Money or Your Life," Spiritus founder Mark
Zaifman was asked by author Vicki Robin to help update the new edition,
released by Penguin Books in December 2008.
Applying the book's philosophy of personal financial transformation to his own life and then later passing this common sense wisdom on to his clients, Mark began practicing what could be described as values based financial planning. Learn more…
Welcome to Spiritus Financial Planning…
It is our personalized and holistic approach that distinguishes Spiritus from other firms. We practice the art and science of financial planning.
We design plans that align your money and your life with your core values. The benefits you receive from this approach are a higher sense of financial integrity as well as financial freedom.
If you have been seeking guidance on personal finance and would like your money to more fully reflect your core values, contact Spiritus Financial Planning. It would be our pleasure to discuss with you our approach, ethics, philosophy and results. Learn more...
- Want to Live a More Frugal Lifestyle? Read Mark Zaifman's interview on Bankrate.com.
- Imagine Peace of Mind…
Learn about the benefits our fee-only approach to financial planning offers our valued clients.
Come meet Mark at the
following events:
- Jan 5, 7:30-9:30pm, Kepler's Books,
Palo Alto, CA - Jan 6, 7:30-9:30pm, Capitola Book Café, Capitola, CA
- Jan 21, 12:30-2:30pm, Stacey's Books, San Francisco, CA
- Jan 22, 7:30-9:30pm, Warwick's Bookstore, LaJolla, CA
- Jan 27, 7:00-9:00pm, Powells City of Books, Portland, OR
- Feb 4, 7:00 - 9:00pm, Copperfields Books, Healdsburg, CA
- Feb 17, 7:00-9:00pm, Screen Actors Guild Foundation,
LA (members only)