Purposeful Planning Institute (PPI) Collaboratories are forming across the U.S. and Canada. PPI members are forming regional Collaboratories (chapters) that are hubs for networking, sharing of ideas and best practices, and forming professional alliances and collaborations. The Northern California Collaboratory is PPI’s first chapter, formed in response to feedback at the 2013 PPI Annual Rendezvous.

Active Collaboratories

Northern California
Emily Bouchard, Wealth, Money, and Family Coach
Phone: 510-406-7178
Click to Email

Seattle Area
Matthew Wesley, JD, MDiv
Phone: 425-647-6066
Click to Email

Austin Area
David Claflin
Phone: (512) 579-4060
Click to Email

Dallas Area
Blake Paul
Phone: (214) 981-0548
Click to Email

Denver Area
Brandon Rains, JD
Phone: 720-528-4227
Click to Email

Vancouver (CollaboRare Advisory Alliance)
Bernie Geiss TEP, FEA, CLU, CFP, CHS
Phone: 604.924.9152 Ext. 225
Phone: 1.888.783.5402
Click to Email

Los Angeles
Curtis Kaiser JD, MBA
Phone: 562-343-7843
Click to Email

Interested in forming a Collaboratory in your area? Contact us!