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 financial planning
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 “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 will feel less anxiety, enjoy better financial outcomes, and earn your happiness dividend – the joy and satisfaction that comes from a life well lived.
Explore Our Approach
Plan + Mindfulness =
Happy Outcomes
Emotion + Reaction =
Unhappy Outcomes
What We Do
For Individuals and Families
Whether you need advanced personalized wealth management or low-cost, low-touch digital services, we develop a financial plan and investment portfolio tailored to you and aligned with Mindful Money principles.
See How Mindful Money Works for You
For Employers
Our business services include retirement plan design, employee education, and employee financial planning services — creating a healthier, happier and
more productive workplace.
Education and Keynotes
Mindful Money is committed to Financial Education. We have age- and stage-appropriate courses for individuals and couples, digital financial education packages for employees — or invite Jonathan to present to your audience.
Discover Mindful Money Financial EducationAs Seen In The News
“Let your Mindful Wealth Map be your personal finance decision anchor. When fear or greed grip you, or the desire for a new toy overwhelms your wiser self, your Mindful Wealth Map can remind you of what is important and bring you back to the trade-offs you SAID you wanted to make to get the outcomes you know are most important to you.”