Mindful Money Membership
Become a Member and Put Your Mindful Money Education Into Practice
Maybe you've completed a Mindful Money Life Stage Course, or maybe you've learned the basics of personal finance elsewhere. Either way, you're wondering how to put the lessons into practice.
Members receive our quarterly Mindful Money Newsletter that will include current market and economic commentary, an overview of important quarterly action steps, an Ask Jonathan section, curated resources, and invitations to special events.
Members will also receive invitations to:
- Mindful Money Monthly Maintenance Live where we will cover the little things. You will have a short list of to-dos on a monthly basis that will enable you to stay on top of all the moving pieces in your financial life. There will be short Q&A opportunities after each session.
- Mindful Money live group Q&A. You may have questions about our courses and workbooks or you may have questions about anything else in your financial lives. Members are free to ask me anything.
- Small-group, deep-dive, half-day financial education and planning events. The best example of this is our Mindful Retirement Review (link coming soon).
As a member of this exclusive community, you will be invited to our private member events every month to support you on your financial journey.
If this speaks to you, Mindful Money Membership was designed just for you.
Membership Options
$200/Month x3 = $600.00
$160/Month x12 = $1920.00
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.
