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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Coming Soon: Financial Planning Course

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

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Add-On Services

Mindful Money Live

 

Mindful Money Live is designed for those who have taken a life stage course, the 360° course, the financial planning course, or are a current customer of Mindful Money Digital Advisor.

 As a member you will be led through a monthly maintenance program with your finances and will be invited to live monthly Group Q&A sessions via our private Facebook group.

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Mindful Money Digital Advisor

 

Once you’ve got the education, it’s time to start saving. Mindful Money has partnered with Betterment to bring you low-cost, socially responsible portfolios which allow you to match your risk tolerance.

Let Mindful Money Digital Advisor design the portfolio that’s right for you. 

 

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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.

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 into directly. Investing involves risks including possible loss of principal. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Financial Planning and Investment Advice are offered only to clients who have signed an advisory services agreement with Mindful Money, a registered investment advisor. Mindful Money may render no advice without an advisory services agreement in place.