All courses are complimentary for current Mindful Money clients.
Please Reach Out To Your Financial Advisor FOR COURSE access.
Life Stage Courses
Foundations
This course is designed for college students and recent graduates. We will address:
- Financial Psychology
- Savings & Expenses
- Budgeting & Automation
- Account Management & Advice
- BONUS: Credit Profile, Education & Skills Development
Explore
Pathways
This course is designed for people in the early to mid- stages of their career. We will address:
- Values, Goals & Purpose
- Financial Psychology
- Savings & Expenses
- Budgeting & Automation
- Account Management & Advice
- Understanding Loans
- Paying Off Debt
- Credit Profile
- Education & Skills Development
- BONUS: Risk & Insurance, Investing Basics & Bear Market Survival Guide
Legacy
This course is designed for people in the mid- to late stages of their career. We will address:
- Values, Goals & Purpose
- Financial Psychology
- Income
- Economics & Government Influence
- Risk & Insurance
- Preparing To Invest
- Investing Basics & Investing Extras
- Estate Planning & Philanthropy
- BONUS: Paying Off Debt, Retirement Reboot, Bear Market Survival Guide
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:
- Foundations: College & Recent Graduates
- Pathways: Early to Mid- Career
- Legacy: Mid- to Late Career
- BONUS: Bear Market Survival Guide & Retirement Reboot
Financial Planning Course
This comprehensive DIY financial planning course will give you all the tools you need to become your own financial planner.
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 Legacy Cohort will begin June 1.
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.
Start Saving Now
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.