Aligning your values, vision and money
towards a life of meaning and well-being
You have unique values. You have remarkable passions. You have tremendous goals.
You should have a made-just-for-you financial plan and investment portfolio to match.
With mindfulness, you shepherd your plan to fruition
Choose Your Path
Your financial picture is complex or you’re looking for a face-to-face, in-depth financial planning experience.
OUR APPROACH TO WEALTH MANAGEMENT: THE MINDFUL WEALTH MAP
The Mindful Wealth Map takes a 50,000-foot view of your financial picture. It considers the short- and long-term effects of your decisions on yourself, your family, your community and the world at large. Given that your goals and desires may change over time, we’ll adjust your strategies as your life evolves.
When working together, we look at you and your life as a whole. We not only recognize your unique financial situation, but we’ll embrace your challenges, commitments, goals and values. Together, we’ll harmonize your financial landscape with the unique aspirations that set you apart.
Mindful Wealth Mapping Includes:
Developing a customized plan for your family that includes life milestones, a retirement income you can’t outlive, and your financial legacy
Designing portfolios based on peer-reviewed academic research. Performance is driven by process and humility, not prediction and timing.
Estate and Wealth Transition
Preparing for a seamless transition of wealth to children and heirs with education and a values-based mindset
Ecosystem of advice
Cultivating a community of well-informed, confident, mindful investors with coaching, education and pro-active communications
The Mindful Wealth Mapping Process
During our initial conversation, we’ll get to know each other. We’ll come to understand what you’re looking for and will dive into all aspects of working with us.
Assuming mutual fit, we’ll define our relationship and begin gathering information and documentation. The end result will be a clear definition and prioritization of your life goals.
Preliminary Wealth Mapping
In this stage, we’ll place your goals in the context of your Mindful Wealth Map. We will consider “what if” scenarios while evaluating and analyzing tradeoffs.
Wealth Map Presentation & Implementation
We present your plan, make adjustments as necessary, and put the plan into action. This involves setting up and managing your portfolios, and integrating estate, insurance and tax planning.
Wealth Map Review
Throughout the year, we’ll meet to regularly review your progress, understand any life changes and recalibrate your strategies as necessary.
Ready to begin creating your Mindful Wealth Map?
Mindful Money Digital
You’re tech-savvy and looking for simple digital tools to organize your portfolio and financial life. This is not an advisor-led investment management experience.
This Simplified Package Provides:
Goals-Based Financial Planning
Helping you evaluate trade-offs and chart a course towards your goals with simple digital tools
Easy-to-Use Digital Platform
Providing an all-in-one dashboard to organize, simplify and access your financial plan and portfolio
Simplified Investment Management
Developing and regularly rebalancing a broadly diversified socially responsible portfolio managed for low tax consequences.
Education and Group Q&A
Supporting better digital client outcomes with financial literacy classes, a private Facebook community, and monthly group Q&A calls