ALL COURSES MY LIBRARY

 

DIY Financial Plan:
Financial Planning at Your Own Fingertips

This comprehensive course will give you all the tools you need to become your own financial planner. By the end, you will have your own personal financial action plan.

 

Package 1

  • All 4 modules and bonus materials
  • 10 (+/-) hours of video instruction
  • Workbooks
  • At the end of the course, you will have your personal financial action plan
Register Now for $997

Package 2

  • All 4 modules and bonus materials
  • 10 (+/-) hours of video instruction
  • Workbooks
  • At the end of the course, you will have your personal financial action plan
  • Access to Private Facebook Group
  • One Year of Monthly Group Q&A Planning Calls with Mindful Money Team
  • Access to Mindful Money 360° (our financial literacy program) for you and your family
Register Now for $1997

Package 3

  • All 4 modules and bonus materials
  • 10 (+/-) hours of video instruction
  • Workbooks
  • At the end of the course, you will have your personal financial action plan
  • Access to Private Facebook Group
  • Two Years of Monthly Group Q&A Planning Calls with Mindful Money Team
  • Access to Mindful Money 360° (our financial literacy program) for you and your family
  • Lifetime Access to our course platforms and all future courses
  • Invitation to our Quarterly Facebook Live “Ask Me Anything” with Jonathan for One Year
Register now for $2997

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.