WATCH THIS LIMITED TIME RECORDING BEFORE IT EXPIRES
ON MARCH 15TH AT 11:59 PM EST:

“How to Quickly Create and Confidently Manage a Simple, Stress-Free Retirement Plan Using Our "Mindful Portfolio" Regardless of Your Age or Investing Experience.”

Check Out the Special Limited Time Bonus Offer Below

Join The Financial Independence Bootcamp before the enrollment closes on March 1st at 11:59 pm EST.

SPECIAL LIMITED TIME INVITATION:

Learn How To Easily Set Up And Manage Your Own Retirement Plan, One That Creates A Truly Passive Income You Can’t Outlive.

Here’s What You Get by Joining Before Enrollment Closes on March 1st at 11:59 pm EST:

  • Financial Independence Bootcamp ($5,000 Value)
  • The "Mindful Portfolio" ($10,000+ Value)
  • "Financial Independence Number" Calculator ($2,500 Value)
  • "Hire the Right Advisor" Package ($750 Value)
  • "Mindful Money 360°" Course ($497 Value)

Why The Financial Independence Bootcamp?

All individuals should have the opportunity to retire securely.

Just imagine being able to relax and enjoy your 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 retire stress-free, you likely know that you need to have a plan to get there.

But, maybe you’re not clear on how to put that plan together.

Maybe you’re not sure how much you’ll need to save and invest.

Or, maybe you feel like the market is too risky.

Or, maybe you don’t like thinking about your money situation at all. You’re not alone there.

If you’re ignoring your retirement planning because you feel intimidated by it or flat-out don’t like dealing with money at all, ironically, “The Financial Independence Bootcamp” shared on this page may be the perfect fit for you.

The best time to have planned your retirement would have been 20 years ago, but the second best time is today.

And I’ve got good news for you...you don't need to hire an expensive financial expert or spend hours learning the stock market...you just need a simple plan with some basic financial habits, and then let time do the rest.

What if you could take charge of your financial future by implementing a simple investing system?

What if you could learn some basic financial tools and achieve control over your retirement without stress or intimidation?

What if you could find an easy way to save and manage your money, so you could focus on living your life, not thinking about money? 

During this Bootcamp, I’ll share a new approach to retirement planning called the Mindful Portfolio which can help you retire with comfort and confidence and save you potentially hundreds of thousands of dollars in advisor fees.

What you’ll learn in the Financial Independence Bootcamp takes the guesswork and stress out of planning for your future, plus it doesn’t require you to think about money all the time, allowing you to live your life focused on what really matters to you.

As a result, you’ll finally feel in control of your finances and your retirement.

This approach has already worked for hundreds of my clients who are now able to reach their retirement goals.

That’s what I want to do for you during the Financial Independence Bootcamp.

I want to give you the templates and tools you’ll use to manage your money with a simple and proven strategy that lets you sleep better knowing you’re on the right path.

How The Financial Independence Bootcamp Works:

  • The Financial Independence Bootcamp is a done-with-you, small-group experience spanning 3 days: Friday 3/8, Saturday 3/9, and Sunday 3/10, from 9:00 am-11:30 pm Pacific each day. If those dates don’t work for you, all of the sessions will be recorded so you can work at your own pace.
  • You’ll also get direct access to me and my team during those three days for coaching, Q&A, and support, as well as a group of your peers who'll be planning right alongside you. You’ll also get direct access to me and my team during those three days for coaching, Q&A, and support, as well as a group of your peers who'll be planning right alongside you.
  • You’ll invest around 2-3 hours per day working on your financial plan inside of a completely online, small group setting on Zoom.

Here Are The 3 Steps We’ll Go Through:

I’m going to personally take you through the three steps of setting up and managing your Mindful Retirement Plan…

STEP

1

Finding Your Financial Independence Number

We always want to begin with the end in mind. The #1 question I get from people who want to know about investing and planning for retirement, regardless of their age or experience, is “How much should I save for retirement?”

So, the first thing we’ll do inside the boot camp is find what I call your “Financial Independence Number.” We’ll calculate your Financial Independence Number using our proprietary calculator during Day 1 when you enroll. This will allow you to know exactly how much you need to start saving in order to retire with the lifestyle you desire. Clarity is powerful.

STEP

2

Build Your Mindful Portfolio

Second, we’ll put together your “Mindful Portfolio.”

The Mindful Portfolio is an investment plan that focuses on broad global diversification. Meaning your risk is spread across the entire world’s markets. The Mindful Portfolio works with a handful of low-cost, passive investments and requires minimal management to oversee.

During the boot camp, I’m literally going to give you the specific investments I recommend that make up your Mindful Portfolio. This right here is worth much more than your investment in the boot camp.

STEP

3

Mindful Money Management

Wouldn’t it be nice to know that your retirement income will last the rest of your life?

In this third step, you’ll learn how to make minor annual adjustments to your portfolio that take less than a couple of hours per year. That’s it!

No complex math or thinking either. YOU can manage your money. Anyone can with these strategies.

Mindful Money Management is all about thinking less about your money and more about living your life.

Your life shouldn’t revolve around money and practicing Mindful Money Management will help you steer your retirement ship with just a few hours per year.

Learning this simple way of investing can literally save you hundreds of thousands of dollars in compounded advisor fees over the course of your lifetime.

What If The Dates And Times Don’t Fit My Schedule?

No problem, all the course materials and Q&A sessions will be recorded for you to review at your convenience. You’ll also get lifetime access to this program so even if you feel like you can’t complete your plan during the three days, you can come back at any time to finish.

While you’re encouraged to attend all the live sessions, I understand that time zone differences are a factor. You will still be able to get your financial plan in place, even if you can’t attend the live sessions.

When You Join The Financial Independence Bootcamp During This Special Limited Time Period, You'll Also Get:

"Financial Independence Number" Calculator ($2,500 Value)

Would you love a simple tool to do that math for you? In addition to our coaching and mentorship during the 3-day boot camp, we're also going to calculate YOUR SPECIFIC Financial Freedom Number using what we call the “Financial Independence Number" Calculator.

That’s a $2,500 value as the average cost to get this number from an advisor is more than $2,500. You can use our calculator at no additional cost, to make the math easy, when you join the Financial Independence Bootcamp today.

The "Mindful Portfolio" ($10,000+ Value)

Do you want a list of the specific investments I recommend? I’m going to give you that list and guide you to pick the right investments for your situation. You’re going to get my recommended list of investments when you join us for the Bootcamp so you don’t need to worry about “what” to invest in.

“Hire the Right Advisor” Package ($750 Value)

How do you find a good advisor when needed? One that has your best interest in mind and not their own? There may be times where consulting with a financial expert would be beneficial – even if you manage your own retirement investments.

So, when you join us for the Financial Independence Bootcamp, I'm going to include our "Hire the Right Advisor" package at no additional cost. The package includes both my "Before You Hire An Advisor" PDF and my "Advisor Selection Checklist." Hiring the wrong person can cost you a lot of time and money. If you do hire an advisor, let's make sure you hire the right one the first time.

“Mindful Money 360°” Course ($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 join us for the Bootcamp. 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 enroll in the Bootcamp today.

Let’s Build Your Financial Freedom Plan In 3 Days!

total value

The total dollar value of The Financial Independence Bootcamp, the Number Calculator, the Mindful Portfolio, the PDFs, and the On-Demand Course is…

$18,747+

Join The Financial Independence Bootcamp Today!

Enroll now and your tuition investment is only $2,497. Or choose our easy installment option.

flexible

$667/mo

(for 4 months)

Make your first installment today and then be billed in 30-day increments.

BEST VALUE

$2,497

(Save $171)

One simple investment to get lifetime access.

SECURE CHECKOUT

You can trust us

The Financial Independence Bootcamp Comes With A 100% Money Back Guarantee and A “Get-It-Done” Guarantee.

When buying a home, the only way to really know if it’s for you is to walk inside, go through all the rooms, look at the lighting, and check out that backyard.

It’s the same with an online program. You don’t really know if a program is for you unless you go inside, review some of the content, and attend a session or two. That’s why I’m offering you a 100% Happiness, Money-Back Guarantee.

If you don’t feel this three-day event is the best retirement event you’ve ever attended, simply send us a support email before the end of the third day and we’ll give you 100% of your money back, no questions asked.

Now I know most of you are more interested in retiring stress-free than getting your money back so I’m also offering a “Get-It-Done” Guarantee.

If you attend all three Bootcamp sessions and implement what we share, you'll have a simple-to-use retirement plan in your hands within those three days or we’ll work with you for an additional 30 days to make sure you do.

Let’s build your stress-free retirement plan, so you can get on with enjoying your life.

Take control of your retirement future today!

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 The Program?

Below Are Some Common Questions And Answers:

Is this program completely online?

Yes, this program is 100% online and accessible from any tablet, computer, or mobile device.

What if I can’t attend all the live sessions?

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.

How many hours will I need to devote to this?

You’ll invest around 2-3 hours per day during the boot camp. You will have lifetime access to the content so even if you can’t complete your plan during the 3 days you can always complete it later.

What are your payment options?

You can get started for just $667. Afterwards, there will be three additional monthly payments of $667, for a total of $2,668 over 4 months. If you pay in full, it's only one payment of $2,497 - saving you $171.

What’s the refund policy?

If you don’t feel this three-day event is the best retirement event you’ve ever attended, simply send us a support email before the end of the third day and we’ll give you 100% of your money back, no questions asked.

Do you offer a guarantee?

Yes, if you attend all three Bootcamp sessions and implement what we share, you'll have a simple-to-use retirement plan in your hands within those three days or we’ll work with you for an additional 30 days to make sure you do.

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.

As the bestselling author of 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!

Thank you for coming into my world by being a part of this event!

Once Again, Here’s What You’ll Be Getting:

Financial Independence Bootcamp ($5,000+ Value)

The Financial Independence Bootcamp is a 3-day, online event starting Friday, August 18th through Sunday, August 20th. During the Bootcamp, we’re going to find your Financial Independence Number, put together your “Mindful Portfolio,” and show you a simple system for managing it all yourself, saving you potentially hundreds of thousands of dollars in advisor fees.

"Financial Independence Number" Calculator ($2,500 Value)

Would you love a simple tool to do that math for you? In addition to our coaching and mentorship during the 3-day boot camp, we're also going to calculate YOUR SPECIFIC Financial Freedom Number using what we call the “Financial Independence Number" Calculator.

That’s a $2,500 value as the average cost to get this number from an advisor is more than $2,500. You can use our calculator at no additional cost, to make the math easy, when you join the Financial Independence Bootcamp today.

The "Mindful Portfolio" ($10,000+ Value)

Do you want a list of the specific investments I recommend? I’m going to give you that list and guide you to pick the right investments for your situation. You’re going to get my recommended list of investments when you join us for the Bootcamp so you don’t need to worry about “what” to invest in.

“Hire the Right Advisor” Package ($750 Value)

How do you find a good advisor when needed? One that has your best interest in mind and not their own? There may be times where consulting with a financial expert would be beneficial – even if you manage your own retirement investments.

So, when you join us for the Financial Independence Bootcamp, I'm going to include our "Hire the Right Advisor" package at no additional cost. The package includes both my "Before You Hire An Advisor" PDF and my "Advisor Selection Checklist." Hiring the wrong person can cost you a lot of time and money. If you do hire an advisor, let's make sure you hire the right one the first time.

“Mindful Money 360°” Course ($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 join us for the Bootcamp. 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 enroll in the Bootcamp today.

Let’s Build Your Financial Freedom Plan In 3 Days!

total value

The total dollar value of The Financial Independence Bootcamp, the Number Calculator, the Mindful Portfolio, the PDFs, and the On-Demand Course is…

$18,747+

Join The Financial Independence Bootcamp Today!

Enroll now and your tuition investment is only $2,497. Or choose our easy installment option.

flexible

$667/mo

(for 4 months)

Make your first installment today and then be billed in 30-day increments.

BEST VALUE

$2,497

(Save $171)

One simple investment to get lifetime access.

SECURE CHECKOUT

You can trust us