Mindful Money
Financial ServicesBerkeley, United States2-10 Employees
Mindful Money is a comprehensive financial education and wealth management firm that brings mindfulness to personal finance. Financial planning, done right, is not about money and the real benefits of financial planning are not financial. Surprised? Financial planning is really all about building futures, protecting families, creating legacies, and encouraging people to become better versions of themselves. We do our best work in the places where love and money overlap. Mindful Money practices a behavioral approach to personal finance. In a world that is market-focused and performance-driven, we are goal-focused and planning-driven. If you are just starting out, we have courses, digital planning tools, and evidence-based portfolios. If you are nearing retirement or selling your business, we have personal services to support you as you move forward into this exciting new time in your life. Financial planning and investment advisory services offered by Mindful Money, a Registered Investment Advisor.
1-888-653-2347 
support@leadiq.com 
