Mindful Money Courses
Financial Freedom Begins With Education
Life Stage Courses
In an era where financial literacy is not just useful but a necessity, traditional education often falls short in preparing individuals for real-world money management. Recognizing this gap, we have created these financial education courses to empower you with the skills and knowledge essential to making informed financial decisions and building a secure future. Whether you're just starting out or further along in your life journey, these courses provide sound, actionable insights and teach you how to approach your financial life with mindfulness and discipline.
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:
Are you part of a group that could benefit from learning as a cohort? We offer the opportunity to transform your community’s financial well-being by teaching the course(s) of your choice in person. This teaching format encourages accountability and fosters a supportive network that reinforces learning.
Mindful Money Membership
Mindful Money Membership is intended to make personal financial guidance more accessible by offering ongoing group coaching. You may have just completed financial education courses, or you may have some experience as an investor – membership benefits people at all levels of experience. The regular group sessions provide ongoing education, address current financial events, answer your specific questions, and keep you accountable to your goals.
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 get introduced to the tools needed to create and maintain a 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.