What you get with the Mindful Money DIY Financial Plan:
- Lifetime access to all 4 modules and bonus materials
- 12 (+/-) hours of video instruction
- Written resources for depth
- Step-by-Step workbooks
- At the end of the course, you will have your personal financial action plan
- Lifetime access to Mindful Money 360° (our complete 18 module financial education program) for you and your family
Big Benefits of your Mindful Money Financial Plan
NO ASSET MINIMUMS
Available to everyone with an internet connection.
You don’t have to share anything with us or show us anything.
DISPEL THE ILLUSIONS
Wall Street and the financial media peddle illusions of complexity that create fear and anxiety around money. We help you IGNORE them.
UNDERSTAND YOUR PERSONAL HAPPINESS
Philosophers, monks, and academics have been exploring happiness for thousands of years. We break it down so you cultivate your best life.
Start with your values and goals and create a lifetime step-by-step guide to budgeting, saving, debt management, investing, and retirement planning.
Lifetime Access – Come back every year and run a new scenario.
We don’t sell any products or manage any assets. We want to help you do it right yourself.
Every student of the DIY Financial Plan course also receives FREE lifetime access to our complete 18 module financial education course.
Doing it yourself, especially in personal finance, can save you tens or hundreds of thousands of dollars over a lifetime.
Financial planning and investing are not difficult. You can get smart about money and personal finance, even if you have never invested before. There are a couple complex issues, but we make them simple by breaking them into short, easy steps.
Many people NEVER have access to professional financial planning support and many others can’t afford great advice (which can be incredibly expensive), but there is just too much financial noise out there and creating a basic financial plan can help anyone filter that noise.
In a world where there is no practical financial education offered in our primary or secondary schools, we all become subject to the sales tactics of banks and brokers. A little knowledge and planning goes a long way.
Why Mindful Money?
Mindful Money was created by Jonathan DeYoe. Jonathan is a Lutheran seminarian turned Buddhist academic, turned financial advisor. His 25-year career has been devoted to financial education and getting advice to people locked out of traditional advice networks. You can read more about him HERE and HERE.
Other services charge twice as much and focus on math skills and statistics, we will cover those and recognize their importance, but we will focus on the psychology and the levers that are currently leading you to make the wrong decisions.
Knowing the right things to do is very important, but nowhere near as important as doing them. I would argue that you probably know some of the right things (save more, invest, don’t carry debt, etc.) and you just don’t know which to do first, which to do now, or you find it hard to DO them at all… THAT is what we have to figure out.
We have to create a plan and then close The GAP between knowing and doing the right things. If this makes sense, then you are in the right place.
Your 4 Detailed Modules Include:
MODULE 1 – Dispelling The Illusions
Module 2 – Understanding Happiness
Module 3 – Creating Your Financial Plan
Module 4 – Bringing it All Together
Meet Your Instructor
Jonathan K. DeYoe is the bestselling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend and has led a Bay Area wealth management office focused on client education for over 2 decades. As a Lutheran seminarian turned Buddhist academic turned financial advisor, Jonathan is always bridging money and life. He believes that anyone can experience a vibrant, financially successful life by developing a few important beliefs and following a few simple practices. He does his best work teaching these beliefs and practices in spaces where love and money overlap.
Don’t take our word for it, check out these student comments...
“Jonathan’s closing reminder was that Financial Planning is supposed to free up my/our personal time and energy to be able to attend to our human relationships and quality living – to free us from fear and confusion caused by the financial - economic - market ups and downs we can't comprehend anyway."
"No one can predict or control markets. Financial Planning and the simple investing rules Jonathan teaches allow us to ignore market movements and focus on what we can do. We’ve always spent too much energy on things we can’t control anyway. Better to have a plan of action than constantly reacting to the world around us.”
"Financial Planning isn't something I'm good at... Saving money, isn't my forte! The whole thing is daunting and overwhelming to me! I've been listening to Jonathan and watching his videos for 10 years now and his honesty, sincerity, and transparency in what he does is consistent and unwavering. With all the ugly financial news and human distress, Jonathan is a breath of fresh air."
"Jonathan consistently talks about what is good for investors. His whole schtick is about learning the right behaviors – starting with planning – and then doing them. He teaches that we shouldn't get overly excited or overly concerned about this or that headline and this constant reminder, alongside his reminders to focus on our plan helps me sleep at night."
"Jonathan DeYoe brings such integrity and command to the process of financial education. I keep meeting people at his events and presentations that say they feel like they're in the right place almost instantly. When I think about Jonathan, the word "trust" immediately comes to mind... and he's only fortified that opinion during the seven years I've been watching him work. He really cares about the people he speaks to and he listens, hears and follows up."
"My wife and I trust Jonathan as our primary source of personal financial and investment information and education. We love the way he supports and empowers us to do much of it ourselves. We have limited time or expertise, and Jonathan's availability to coach us is always surprising. We are happy with the results of our "Visioning" process and believe it truly captures our Life-Worth-Living.”
"If a business has a purely bottom line mentality, I don’t stick around. I GET MORE THAN THAT from Jonathan DeYoe. Whenever I hear him speak, I get the sense that he never "coasts." He gives me everything he has every single time. He speaks from his heart and from deep experience in both the world of philosophy and the world of money. He’s never selling anything; he’s always teaching. I always feel like I should be paying more for everything I get from him. Oh my, would the world be a better place if this wasn't so rare."
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.