Regional Collaboratories

Regional Collaboratories 2017-02-04T19:25:29+00:00


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

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

Dallas Area
Kevin Quinn
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

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