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Mindful Money Courses

Financial Freedom Begins With Education

All courses are complimentary for current WEALTH MANAGEMENT clients.
Please Reach Out To Your Financial Advisor FOR COURSE access.

Life Stage Courses


DIY Financial Plan

This comprehensive DIY financial planning course will give you all the tools you need to become your own financial planner.

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Live-Supported Cohort

Our courses can be purchased by anyone at any time and gone through at your own pace. For groups of 10 or more, ask us about our live-supported cohort option which includes 3 months of live group Q&A with the Mindful Money Team and fellow students, introduction to our more advanced courses and tools, and virtual support options.

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Mindful Money Live

Mindful Money Live is designed for those who have taken a life stage course, the 360° course, the financial planning course, or are a current customer of Mindful Money Digital Advisor.

 As a member you will be led through a monthly maintenance program with your finances and will be invited to live monthly Group Q&A sessions via our private Facebook group.

MEMBERSHIP OPTIONS



Start Saving Now

Now that you’ve got the education, it’s time to start saving. We’ve partnered with Betterment to bring you low-cost, socially responsible portfolios which allow you to match your risk tolerance. Let Mindful Money Digital Advisor design the portfolio that’s right for you. Click below to get started.

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.