FINANCIAL INTIMACY & FREEDOM
Mark your calendar for an opportunity to feel abundance and success with your future
partner and with your finances.
Anne Watts, CHT, Human Awareness Institute Facilitator Extraordinaire and
Spencer D. Sherman, MBA CFP, Fee-Only Investment Advisor will help you to:

- Experience freedom around your finances
- Communicate your values and goals in a way that creates intimacy rather than distance
- Discover the money messages you learned as a child, and how they influence you today
- Learn to receive each other’s experience, instead of reacting to it
- Understand the emotions that affect financial decisions
- Develop new tools that lead to a deeper, more satisfying relationship
- Learn to support each other in getting what you want
- Make spending, saving and investing decisions together
- Increase your net worth and cash flow

Anne Watts Biography:
Anne Watts is an insightful, compassionate, and sensitive counselor/facilitator. She leads workshops on four continents and travels extensively teaching adults to have more loving, fulfilling relationships with themselves and others. Anne has been leading Love, Intimacy & Sexuality Workshops for the Human Awareness Institute since 1985. In addition to leading workshops, she has a private practice in Petaluma, CA where she works with individuals, couples and families. Anne's life philosophies were strongly shaped by her experience growing up as the daughter of Alan Watts, well-known pioneer interpreter of Eastern religion and philosophy for the Western world.

Spencer Sherman Biography:
Spencer helps business, legal, medical, and spiritual leaders make major life and business decisions. A few of his areas of expertise are estate and generational planning; cash flow and "second half" planning; creating low-cost, tax-efficient, low volatility investment portfolios (including socially-screened portfolios); and business consulting.
Spencer earned his B.A. in economics from Brandeis University in 1983 (Phi Beta Kappa), his M.B.A. in Finance from The Wharton School at the University of Pennsylvania in 1987, and his CFP® designation in 1990. Since starting his firm in 1987, he has been widely quoted in the financial press and on television, is a certified facilitator of The Seven Stages of Money Maturity™ workshops developed by George Kinder, and co-leads workshops for couples called "Financial Intimacy and Freedom for Couples."

He was named one of the top 100 financial advisors in the U.S. by Worth Magazine in 2005, Bloomberg Wealth Manager, and one of the top 150 by Medical Economics. He was also named by the Philadelphia Business Journal as one of the top "40 under (age) 40" business leaders in Philadelphia in 1999. Spencer is a member of the Social Venture Network as well as the Social Investment Forum.