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.
Emily Bouchard, Wealth, Money, and Family Coach
Matthew Wesley, JD, MDiv
Phone: (512) 579-4060
Phone: (214) 578-2662
Vancouver (CollaboRare Advisory Alliance)
Bernie Geiss TEP, FEA, CLU, CFP, CHS
Phone: 604.924.9152 Ext. 225
Toll Free: 1.888.783.5402
Curtis Kaiser JD, MBA
Interested in forming a Collaboratory in your area? Contact us!