Mindful Money Courses
Financial Freedom Begins With Education
Life Stage Courses
Foundations
This course is designed for college students and recent graduates. We will address:
Pathways
This course is designed for people in the early to mid- stages of their career. We will address:
Legacy
This course is designed for people in the mid- to late stages of their career. We will address:
Mindful Money 360°
Mindful Money 360° is our complete financial education bundle.
It is designed as a 16-week financial training and includes all of the content from our 3 life stage courses:
If you work with a non-profit and want to provide your members with financial education, ask us about our Live-Supported Cohort.
Mindful Money Membership
Mindful Money Membership is intended to make personal financial guidance more accessible by offering it in a group format.
It is impossible for the information in general financial education courses to fit your circumstances. Become a member and get the ongoing help you need.
Financial Independence Bootcamp
Do I have enough? How much is enough? How do I get to enough? How is investing for "retirement" different? How do I create an income stream that rises for 25-35 years of retirement? Assuming I get the money right, how do I ensure a happy retirement? We cover all of these important issues and more in this interactive 3-day virtual workshop.
DIY Financial Plan
Earn – Spend – Save – Invest – Give – Live! 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.
Need help deciding where to start?
Meet Jonathan DeYoe
"Mindful Money courses are based on the same goal-focused, planning-driven process that is at the core of everything we do. In a world that is hyper-focused on market timing and investment selection (which can never be predicted or controlled to begin with), Mindful Money is counter-cultural. Our success begins with a plan… and with financial education."
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Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced and all 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. Personal Financial Planning and Investment Advice are offered only to clients who have signed an advisory agreement with EP Wealth, a registered investment advisor. If you have the minimum investment of $500,000 and are seeking individual advice - please contact Jonathan at EP Wealth and he will connect you with a qualified advisor.