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Mindful Money Courses

Financial Freedom Begins With Education

ALL COURSES  MY LIBRARY  MM MEMBERSHIP

Life Stage Courses


If you work with a non-profit and want to provide your members with financial education, ask us about our Live-Supported Cohort.

Mindful Money Membership

Mindful Money Membership is intended to make personal financial guidance more accessible by offering it in a group format.

It is impossible for the information in general financial education courses to fit your circumstances. Become a member and get the ongoing help you need.

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Mindful Retirement Review Workshop

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 in a single afternoon and leave plenty of time for questions!
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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 give you the tools you need to create and maintain your own personal financial plan. We help you build an authentic bridge between your life's present and your hoped-for future.

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"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."

-Jonathan DeYoe