You're ready to Optimize Your Portfolio!
You have have built yourself a very solid and healthy foundation upon which to grow your wealth. You've developed a savings habit, built an emergency fund, eliminated high-interest debt, and you are mindfully investing for your future.
You're well on your way to financial independence!
There are just a few optimizing tweaks that you can focus on now to ensure your money is doing the most it can for you. Each requires a bit of research and will provide you with an incremental boost.
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 can I ensure my returns are optimized?
- What does this political or cultural moment require of me as an investor?
...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.
For Those Uncertain Times...
This lesson will provide you with everything you need to know to survive and thrive in a bear market... the most important time to stay grounded in mindfulness and strategy. From the shocking headlines to the bumpy recovery, you'll be equipped to come out on top.
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Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced are his. All opinions and 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. If you have the minimum investment of $1,000,000 and are seeking individual advice - please click the Reach Out button and select “One-on-One Advice” from the services drop down menu. Jonathan loves connecting people with excellent advisors.