Join the Mindful Money Membership before this offer ends on April 19th at 11:59 pm EST.
Keep Your Bootcamp Momentum Going With Ongoing Support Through The Mindful Money Live Access Membership… And Be Grandfathered In At 20% Off.
Here’s What You Get by Joining Before Enrollment Closes on April 19th at 11:59 pm EST:
Why Become a Mindful Money Member?
Everyone should have access to both financial freedom and a secure retirement.
Imagine being able to relax and enjoy life without worrying about money...
Knowing that you’ll have enough to support the lifestyle you want for the rest of your life.
Think of the stress that would take away!
If you want to reach a place of financial freedom and enjoy a stress-free “retirement,” you know you need to invest in the great companies of the US and the world.
But, maybe you’re uncertain about your day-to-day financial decisions, or your portfolio.
Maybe you aren’t quite sure how to both beat inflation and create a portfolio that is right for you.
Maybe you still feel like the market is too risky.
Maybe you don’t like thinking about investments at all. You’re certainly not alone there.
What if you could take charge of your financial future with a simple, Mindful Portfolio?
What if you could achieve control over your retirement without being intimidated by financial tools, or being stressed about the market?
What if you could easily manage your money and knew you could get answers to questions when needed, so you could focus on living life instead of thinking and worrying about money?
As a Mindful Money Member, you’ll receive regular guidance about the nitty gritty details of personal finance – and, I’ll help you “stay the course” with your simple, Mindful Portfolio.
Behavioral support – the most valuable benefit of financial advice according to Morningstar and Vanguard – is at the core of the Mindful Money Membership.
We take the guesswork, stress and worry out of managing your money and save you tens of thousands of dollars in advisor fees.
As a result, you’ll finally feel in control of your finances and your retirement.
That’s what you’ll get out of the Mindful Money Membership.
I want you to have access to answers when the questions arise, and support for your Mindful Portfolio.
Most importantly, I want you sleep better knowing you’re on the right path to creating an income stream that rises to meet your rising cost of living AND lasts for the rest of your life.
The single most important benefit of accessing advice in a group setting is that you will save thousands of dollars – and the compounding on thousands of dollars saved can make all the difference in your lifetime retirement income.
Lower cost means more money invested and compounding.
How Membership Works:
1. Topic of the day.
2. All things Mindful Money.
3. Anything on your mind – we will do our best to get to every question.
Here Are The 3 Components of Membership:
The Mindful Money Membership is a group coaching program dedicated to keeping you on track towards your financial goals. It provides both ongoing education about personal financial topics, and “behavioral coaching” around the Mindful Portfolio (as described in the Bootcamp and in my latest book, Mindful Investing).
1
Mindful Money Monthly Maintenance
The first Wednesday of every month, we will go over 3-4 activities that members should complete during the month to stay on top of their finances. Not every activity will be relevant to every member – we will provide context throughout the conversations.
2
Ignore the Noise
The third Wednesday of every month, I will go over the financial noise and talk about markets, economies, and Mindful Portfolios. I will answer questions about how the constant flow of information affects (or more often doesn’t affect) our investment decisions.
3
This Time is [NEVER] Different
This is the occasional “just in case” meeting. Sometimes the world goes sideways, and the media starts screaming, and we risk our emotions overwhelming our better judgement. When this happens, we’ll open a forum for discussion and perspective.
What If The Live Events Don’t Fit My Schedule?
No problem, all the live events and Q&A sessions will be recorded for you to review at your convenience. You’ll also have a chance to submit your questions ahead of time so that even if you can't be there, you will get your specific questions answered.
While you’re encouraged to attend the live sessions, we also understand that time zone differences are a factor. You will still get all of your member benefits – and all the help you need – even if you can’t attend the live sessions.
As a Bootcamp Attendee, When You Become a Live Access Member During This Special Limited Time Period, You Will Get:
The Mindful Money Membership ($2,964 Annual Value)
Private one-on-one financial advice is a luxury that not everyone can afford. For many people in many circumstances, the benefits of a one-on-one relationship don’t justify the cost. But, there isn’t anywhere else for them to go for either a regular “to-do” list or for behavioral support in challenging times. This is the problem the Mindful Money Membership solves.
Through pre-scheduled topical monthly sessions and “just in case” emergency sessions, we keep our members on track, we answer tough questions, and – when it’s time – we will suggest engaging one-on-one advice.
DIY Financial Plan (Live Access) ($997 Value)
Your financial life has many chapters. In the DIY Financial Plan course, we overcome the illusions and half-truths; discover and bring our values and purpose to our goal-setting; and give you the tools you need to create and maintain your own personal financial plan. We help you build an authentic bridge between your life's present and your hoped-for future.
Doing it yourself, especially in personal finance, can save you tens or hundreds of thousands of dollars over a lifetime.
Financial planning and investing are not difficult. You can get smart about money and personal finance, even if you have never invested before. There are a couple complex issues, but we make them simple by breaking them into short, easy steps.
Mindful Money 360° ($497 Value)
Are you asking yourself, “How can I save more money to invest?” The truth is, everyone can find some extra money to invest in their futures. You can learn how to lower your monthly expenses to increase the amount you can invest for retirement. Things like how to pay off debt, how to buy a house, and how to create an easy-to-follow budget.
To help you learn some of these strategies as easily as possible, I’m giving you access to our “Mindful Money 360°” Course when you become member. It’s an on-demand, financial education program you can use whenever you need it, to improve your financial life. Think of it as the “Netflix” of financial education. Yours at no cost when you become a member today.
50% Discount on a Second Opinion on Your Portfolio (Live Access) ($499 Value)
For those who find themselves with specific questions about their retirement plan, we can offer you a second pair of eyes via the following:
- 1-Hour private Zoom session with Jonathan DeYoe, financial advisor and bestselling author of Mindful Investing and Mindful Money
- Detailed look at your portfolio to confirm whether you're on track for your retirement
- Secure spreadsheet for entering your financial details ahead of the session
Let’s Get Started with Group Financial Coaching!
total value
The total dollar value of the Live Access Annual Membership, DIY Financial Plan, Mindful Money 360° & Portfolio Second Opinion Discount is…
$4,957+
Become a Mindful Money Member Today!
Join now for a special discount of just $77/month (Live Access) or $37/month (Basic Access). Or join at the annual rate to save even more.
SECURE CHECKOUT
You can trust us
How Do I Know if Membership is Right for Me?
The financial world is full of false promises, delusional beliefs, and outright lies. Most of what passes for financial journalism is an attempt to sell you on a manufacturer's product or a particular pundit's worldview. No one can predict what will happen next (good or bad), so none of the catastrophism is helpful in the long-term context.
The challenge is... we are all gullible.
"Humans can be duped by liars and conned by frauds; manipulated by rhetoric and beguiled by self-regard... Not only CAN people be led astray, most people ARE... A sucker may be born every minute, but somehow that sucker is never oneself" – Tim Maudlin
Mindful Money is a no-prediction zone. We do not care about the hot stock of the day, or Bitcoin, or the latest and greatest thing people invest in – because it does not matter in the long run.
These Principles are the Foundation of Mindful Money:
- 1The only sustainable basis for a relationship is mutual trust. I mean to tell the pure, undiluted truth – as I see it – all the time.
- 2The only rational medium for a teaching or guiding relationship (and the only basis for an investment portfolio) is a plan – be it a simple retirement income plan, or a comprehensive financial and estate plan.
- 3In the long run, the only sane definition of money is purchasing power. Currency, therefore, is NOT money. It’s just currency, and it loses some of its purchasing power every day because of inflation.
- 4Risk, properly defined, has less to do with the short-term loss of currency and more to do with the long-term loss of purchasing power. Over 4-5 decades preparing for retirement and 3-4 decades in retirement, inflation is the dominant risk factor.
- 5Equities (the partial ownership of the Great Companies in America and the World) have been far more effective than Bonds (and other fixed-income investments) at preserving and enhancing purchasing power. I prefer owning over lending.
- 6Equities’ superior long-term returns are a function of (in fact, they are directly caused by) their greater volatility. But volatility ≠ risk, because all historical declines are temporary, while the advance of equities has been permanent. Volatility fades; return endures.
- 7The economy, markets, and future relative performance of investments cannot consistently be predicted or timed. This is OK, because next to your asset allocation and the overriding issue of behavior, prediction and timing are irrelevant.
- 8NO ONE can gain an advantage over the equity markets by going into and out of it (or parts of it) in response to current events or perceived threats. I don’t attempt to analyze (much less predict) current events. I believe in patiently holding the portfolio which seems best suited to my long-term goals.
- 9Uncertainty – in markets and indeed the world – is the only certainty. We do not move from periods of uncertainty towards periods of certainty (as we imagine); rather we move from one uncertainty to the next. Our only option is to practice rationality in the midst of uncertainty.
- 10I believe that long-term optimism is the only long-term realism – never more so than at the present moment.
If you found yourself nodding along to the above, then I hope you'll join our little counter-cultural corner of the financial world – you'd be in great company.
If you disagree with many or most of these... then Mindful Money is probably not going to be your taste. This is completely fine and I'm sure you will find sources that will better serve your needs.
For those who were nodding along, I've developed frameworks and strategies to guide you both in getting started and building wealth for your family.
If you're serious about getting on the path to financial independence...
And want regular access to information and answers...
Using frameworks, principles, and methods that the research supports, and that have been proven to work for thousands of families...
I'm excited to see you in one of our member meetings.
We meet twice a month – join us when you want to/need to and stay as long as you like. When the time comes and you need one-to-one advice, I'll help you find the right CPA, attorney, or financial advisor for you.
What Clients Say About Jonathan DeYoe…
“Jonathan is a financial industry expert who earned our complete trust and confidence in the first year that we knew him. We have been to dozens of his presentations and he can always explain difficult "market" or "Economic" concepts in a way that we get it. His constant stream of commentary is our "Steady Hand On The Wheel" that has kept us from making big mistakes many, many times.”
P.E.
“Sometimes life can be crazy and I wonder if I'm on the right path. Finding Jonathan DeYoe makes me confident the choices I've made have led me in the right direction. Perhaps a bit deep to write here, but Jonathan has helped us with more than just Wealth Management. He is a brilliant, optimistic guy with a keen understanding of how the world works; without a doubt, he sees the big picture. We are so, so fortunate to have found him.”
K.R.
“Every advisor ends up sounding the same as they talk about planning and investing. Jonathan transforms the client-advisor relationship by helping clients focus on their unique brand of happiness. The reality is that no one can promise better money outcomes. By creating an eco-system to enhance client happiness, Jonathan improves both financial and life outcomes.”
G.O.
Have Questions About Membership?
Below Are Some Common Questions And Answers:
Yes, this program is 100% online and accessible from any tablet, computer, or mobile device.
No problem, all the course materials and live sessions will be recorded for you to review at your convenience. While it’s encouraged for you to attend all the live sessions, I understand that time zone differences are a factor. I’ve designed the program for success even if you don’t attend live.
This will depend entirely on what you want to get out of membership. If you want support for your regular nitty-gritty to-do list, that’s one 90-minute meeting + 30-90 minutes staying on top of things (but… you will be on top of everything). If you’re looking for help keeping that steady hand on the wheel, that’s a different 90-minute meeting. Attending both meetings would be 2-3 hours / month.
We anticipate that not everyone will attend every meeting, so you should not feel like it is a necessity to do so. Anything you miss will be available in the Member portal.
As a Prospect Sierra Bootcamp attendee, you can get started with the Live Access Membership for just $77/month (regular price $97/month) – and will be grandfathered in at this rate for as long as you are a member. If you pay in full, it's only one annual payment of $777, saving you $147/year. We also offer the Basic Access level for just $37/month (regular price $47/month), or at the annual price of $377 which saves you $67/year.
Meet Your Instructor
Hi, I’m Jonathan,
As a Lutheran seminarian turned Buddhist academic turned financial advisor, I am always bridging money and life.
I’ve been investing in public markets for over four decades, in real estate for nearly three decades, and in other private businesses for over twenty years. After all this investing experience, I am passionate about a goal-focused and planning-driven (as opposed to market-focused) approach to personal finance.
My 25-year career has been devoted to financial education and getting advice to people locked out of traditional advice networks. You can read more about me HERE and HERE.
My brother David and I dreamed of working together to bring the very best financial advice to people like our parents when they were in their 30s. There were no investments to speak of and they were just barely getting by… they had nowhere to turn for education or advice.
No advisor would speak to them.
No bank would lend to them.
Brokers were only interested in selling them products.
In 2021, David drowned in the Pacific Ocean. I wanted to carry on our dream, both to honor my brother and to support my brother’s family who lost their primary source of income.
I merged my financial planning and investing business into a larger firm and am focusing on providing access to those who traditionally don’t have access – like my parents so many years ago.
Education is not enough – because knowing the right things to do, but not doing it, gets you nowhere. Regular financial coaching – digging into the monthly details, answering questions, offering perspective – helps you bridge the knowing/doing gap.
Those who DO fare better than those who KNOW.
As 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, I believe that anyone can experience a vibrant, financially successful life by developing a few important beliefs and following a few simple practices.
I look forward to sharing what I have learned and helping you reach financial independence!
Once Again, Here’s What You’ll Be Getting with Live Access:
The Mindful Money Membership ($2,964 Annual Value)
Private one-on-one financial advice is a luxury that not everyone can afford. For many people in many circumstances, the benefits of a one-on-one relationship don’t justify the cost. But, there isn’t anywhere else for them to go for either a regular “to-do” list or for behavioral support in challenging times. This is the problem the Mindful Money Membership solves.
Through pre-scheduled topical monthly sessions and “just in case” emergency sessions, we keep our members on track, we answer tough questions, and – when it’s time – we will suggest engaging one-on-one advice.
DIY Financial Plan (Live Access) ($997 Value)
Your financial life has many chapters. In the DIY Financial Plan course, we overcome the illusions and half-truths; discover and bring our values and purpose to our goal-setting; and give you the tools you need to create and maintain your own personal financial plan. We help you build an authentic bridge between your life's present and your hoped-for future.
Doing it yourself, especially in personal finance, can save you tens or hundreds of thousands of dollars over a lifetime.
Financial planning and investing are not difficult. You can get smart about money and personal finance, even if you have never invested before. There are a couple complex issues, but we make them simple by breaking them into short, easy steps.
Mindful Money 360° ($497 Value)
Are you asking yourself, “How can I save more money to invest?” The truth is, everyone can find some extra money to invest in their futures. You can learn how to lower your monthly expenses to increase the amount you can invest for retirement. Things like how to pay off debt, how to buy a house, and how to create an easy-to-follow budget.
To help you learn some of these strategies as easily as possible, I’m giving you access to our “Mindful Money 360°” Course when you become member. It’s an on-demand, financial education program you can use whenever you need it, to improve your financial life. Think of it as the “Netflix” of financial education. Yours at no cost when you become a member today.
50% Discount on a Second Opinion on Your Portfolio (Live Access) ($499 Value)
For those who find themselves with specific questions about their retirement plan, we can offer you a second pair of eyes via the following:
- 1-Hour private Zoom session with Jonathan DeYoe, financial advisor and bestselling author of Mindful Investing and Mindful Money
- Detailed look at your portfolio to confirm whether you're on track for your retirement
- Secure spreadsheet for entering your financial details ahead of the session
Let’s Get Started with Group Financial Coaching!
total value
The total dollar value of the Live Access Annual Membership, DIY Financial Plan, Mindful Money 360° & Portfolio Second Opinion Discount is…
$4,957+
Become a Mindful Money Member Today!
Join now for a special discount of just $77/month (Live Access) or $37/month (Basic Access). Or join at the annual rate to save even more.
SECURE CHECKOUT
You can trust us