Mindful Money Courses

Stage Promotion

Financial Freedom Begins With Education 

Featured Courses

Pathways


This course is designed for people in the early to mid- stages of their career. We will address:

  • Values, Goals & Purpose
  • Financial Psychology
  • Savings & Expenses
  • Budgeting & Automation
  • Account Management & Advice
  • Understanding Loans
  • Paying Off Debt
  • Credit Profile
  • Education & Skills Development
  • BONUS: Risk & Insurance, Investing Basics & Bear Market Survival Guide


Regular Price $277

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Legacy 


This course is designed for people in the mid- to late stages of their career. We will address:

  • Values, Goals & Purpose
  • Financial Psychology
  • Income
  • Economics & Government Influence
  • Risk & Insurance
  • Preparing To Invest
  • Investing Basics
  • Investing Extras
  • Estate Planning & Philanthropy
  • BONUS: Paying Off Debt, Retirement Reboot, Bear Market Survival Guide 

 

Regular Price $297

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Mindful Money 360°


Mindful Money 360° is our complete financial education bundle. 

It is designed as a 16-week financial training and includes all of the content from our 3 life stage courses:

  • Foundations: College & Recent Graduates
  • Pathways: Early to Mid- Career
  • Legacy: Mid- to Late Career
  • BONUS: Bear Market Survival Guide & Retirement Reboot 
     





Regular Price $447

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DIY Financial Plan

This comprehensive DIY financial planning course will give you all the tools you need to become your own financial planner.

Regular Price $997

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Stop Predicting.
Start Planning.
Stay Mindful.

About Our Founder

Jonathan DeYoe is a seminarian, turned academic Buddhist, turned financial advisor. He started his finance career with Wall Street firms and left after 5 years and many lessons learned. He was going to leave the business entirely, but instead started a firm with services rooted in financial education and planning. Today, that firm is Mindful Money. 

The single most important lesson about money he has learned is this: markets and the economies they represent are impossible to predict. Anyone who says they can make active (market timing and investment selection) decisions that improve client outcomes is either delusional or lying. If you want better financial outcomes, start with education and financial planning.

Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced and all accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested in directly. Investing involves risks including possible loss of principal. There can be no assurance that any technique or strategy discussed on Mindful Money will be suitable for any particular investor and there is no guarantee of any specific outcome. Mindful Money renders no individual advice. Personal Financial Planning and Investment Advice are offered only to clients who have signed an advisory agreement with EP Wealth, a registered investment advisor. If you have the minimum investment of $500,000 and are seeking individual advice, please visit https://mindful.money/contact-us and we will connect you with a qualified advisor at EP Wealth.