You're in the Mindful Investing Stage!


You have a well-established savings habit, an emergency fund and the peace of mind that comes with it,  and no high-interest debt... not to mention, you're maxing out your retirement contributions and investing in additional taxable accounts. You're already way ahead of the game.

You're well on your way to financial independence and your investments will carry you there if you embrace the simple, basic, mindful investing techniques that we share here at Mindful Money.

Want to join a community of likeminded investors?

The Mindful Money Membership exists to bring community, financial education, behavioral financial coaching, and supportive resources to everyone.

Become a member, and get your questions answered, like...

  • How should I be managing my portfolio in "unprecedented times"?
  • What asset allocation is best for me?

...and more, during twice-monthly live online meetings providing you with financial insights and helping you stay the course.

Financial Education Courses for You

Fine-Tune Your Life Vision

A clear and intentional vision of your ideal life is the guiding force behind your financial plan. Your vision is dynamic, just like life. It's never a bad idea to set some time aside to check in with yourself and refine the values that will direct your journey.

Gain a Deeper Understanding

This mini-course will help you to learn and practice everything you need to know about investing for your future.
Includes videos, text-based lessons, workbook pages, and a bonus module: Bear Market Survival Guide!

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