Spiritus Financial Planning
Business details
- Category
- Financial Services · Financial planner
- Address
- 7 4th St, Petaluma, CA 94952
- Phone
- (707) 534-9478
- Website
- spiritusfinancial.com
- County
- Sonoma County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Spiritus Financial Planning is a financial planning practice in Petaluma serving clients across Sonoma County and the North Bay. We help individuals and families build clear, personal plans for their money, goals and long-term security.
Our work starts with listening to what matters most to you, then translating that into practical steps you can act on. We bring a thoughtful, relationship-focused approach to every conversation, so you always understand your options and the reasoning behind them.
Whether you are just beginning to plan or refining an existing strategy, we aim to make the process feel manageable and well supported.
Book online through our website to schedule a conversation with us.
Our work starts with listening to what matters most to you, then translating that into practical steps you can act on. We bring a thoughtful, relationship-focused approach to every conversation, so you always understand your options and the reasoning behind them.
Whether you are just beginning to plan or refining an existing strategy, we aim to make the process feel manageable and well supported.
Book online through our website to schedule a conversation with us.