We Bring Mindfulness to Personal Finance
Money is powerful. It can both add to and detract from all areas of our lives. But human nature puts us at risk of making irrational financial choices. We want to help you develop a better relationship with money by addressing the psychological, physiological, and cultural pressures that influence our decisions.
Mindfulness is a doorway
to more rational choices.
Mindful Money is a behavioral approach to personal finance
In a world that is market-focused and performance-driven, Mindful Money is goal-focused and planning-driven. Mindfulness, the non-judgmental awareness of the present moment, allows us to ignore the media-driven emphasis on consumption (which never leads to durable happiness) and "beating the market" (something that is never predictable or controllable), and focus on simple, disciplined behaviors that have long-term impacts on our lives. With this approach, you can expect less anxiety, enjoy better outcomes, and earn your happiness dividend.
Explore Our Approach
Plan + Mindfulness =
Emotion + Reaction =
What We Do
Whether you need personalized wealth management for yourself, your family or your business, we develop a financial plan and investment portfolio tailored to you and aligned with Mindful Money principles.See How Mindful Money Works for You
Mindful Money is committed to Financial Education. We have age- and stage-appropriate courses for individuals and couples as well as digital financial education packages for employees.Learn About Mindful Money Courses
The Mindful Money message is about changing beliefs and behavior with regard to personal finance. Whether you’re planning a corporate event, a conference, public workshop, or podcast, Jonathan will customize a talk to reflect your audience.Invite Jonathan to Present to Your Audience