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Mindful Money Courses

Financial Freedom Begins With Education

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

Life Stage Courses


Financial Planning Course

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

COMING SOON


Live-Supported Cohort

Our courses can be purchased by anyone at any time and gone through at your own pace. Throughout the year we will also feature each of our core education platforms as a limited-time, discounted offer including 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.

Our 2021 Pathways Cohort will begin Feb 1.

LEARN MORE

Mindful Money Live

Mindful Money Live membership 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. As a member you will be invited to a monthly educational presentation, live monthly Group Q&A session, and 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’s 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.