Mindful Money

Financial ServicesBerkeley, United States11-50 Employees

Mindful Money is a comprehensive financial education company 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 digital financial literacy courses, DIY financial planning support, and both virtual and live group coaching. If you are nearing retirement or selling your business and are looking for wealth management services, look for Jonathan's page at EPwealth.com.

Financial planning and investment advisory services offered by EPWealth LLC, a Registered Investment Advisor.

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