Mindful Money

Mindful Money is a comprehensive financial education and coaching company that make our goal-focused and planning-driven process available to everyone. We bring Mindfulness to personal finance.  Financial planning, done right, is not about money and the real benefits of financial planning are not financial.

Financial planning is about building futures, protecting families, creating legacies, and encouraging people to become better versions of themselves.  We do our best work in the places where Love and Money overlap.

Mindful Money practices a behavioral approach to personal finance. In a world that is market-focused and performance-driven, we are goal-focused and planning-driven. We have DIY courses, workshops, boot-camps, and monthly coaching. You can also visit our website and subscribe to our free newsletter and download our free resources.

Financial Planning and Investment Advisory Services offered by EP Wealth Advisors, LLC, an SEC Registered Investment Advisor.