Elevate Employee Financial Health and Well-Being with Mindful Money
Financial stress is one of the leading drivers of distraction, burnout, and turnover. The Mindful Money Financial Independence Bootcamp gives employees the clarity, structure, and confidence they need to take control of their financial lives, so they can show up more focused, engaged, and resilient at work.
What your team receives:
The Financial Independence Bootcamp for Your Team
Whether you're a part of a company, school, or nonprofit—if you're looking for opportunities to augment your team's overall well-being and inspiration, Mindful Money can help.
Through online access to presentations, discussions, tools, and resources, the Financial Independence Bootcamp offers a space for employees to cultivate confidence and security surrounding their financial health.
Bank of America's 2025 Report on Workplace Benefits found that only 57 percent of large-company employees and 41 percent of small-company employees feel "financially well." They also reported on an increased interest in employer-sponsored financial education. And of course, when employees feel valued and secure, they are more motivated, productive, and satisfied at work.
Mindful Money would be honored to partner with your organization and provide a lasting experience that benefits all. From our Bootcamp to our Membership, we have a benefit plan that's right for you.
Mindful Money's Approach to Financial Education
Research conducted at The Wharton School indicates that opportunities for follow-up and continued support increase the effectiveness of financial education programs. Mindful Money also offers an ongoing membership to meet this need.
Bootcamp Agenda
The FI Number
Attendees leave with a concrete goal and an understanding of what to do now to achieve financial independence.
The Mindful Portfolio
We introduce a beginner-friendly, passive, planning-driven portfolio construction framework.
Simple Portfolio Management
We share a DIY portfolio management plan that produces a rising income in retirement.
Jonathan DeYoe is the bestselling author of Mindful Investing: Right Focus, Better Outcome, Greater Well-Being and Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend.
He has worked as a financial advisor for three decades, and is passionate about sharing his knowledge and tools to achieve financial well-being with hardworking and deserving people.
Have Questions About The Program?
Below Are Some Common Questions And Answers:
Yes, this program is 100% online and can be conducted via Zoom or Microsoft Teams.
The cost of providing the Financial Independence Bootcamp to your team will vary based on the size of your organization, scheduling, and other factors. Click the button below to set up a meeting with Jonathan to discuss your budget and how we can make the program work for you.
The Mindful Money Membership can be tailored to serve your organization. Our members receive access to monthly meetings, ongoing support, and a library of resources, including financial education courses, calculators, and guides.
The Mindful Portfolio is a simple, facts-based and planning-driven approach to investing for the long-term. Our goal at Mindful Money is to empower individuals to manage their plan and their future with confidence and ease.
No. The Financial Independence Bootcamp is an educational resource for DIY investors, not an avenue to sell to your employees. We won't push products, period.
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Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced are his. All opinions and 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. If you have the minimum investment of $1,000,000 and are seeking individual advice - please click the Reach Out button and select “One-on-One Advice” from the services drop down menu. Jonathan loves connecting people with excellent advisors.