facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Personalized Financial Planning 

Find Your Happiness Dividend

Get Started

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

Choose your Path Berkeley, CA Mindful Money

Wealth Management

Your financial picture is complex or you’re looking for a face-to-face, in-depth financial planning experience.


Holistic Berkeley, CA Mindful MoneyHolistic

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.

Personal Berkeley, CA Mindful MoneyPersonal

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:

Financial Planning flow chart Berkeley, CA Mindful Money

Financial Planning 

Developing a customized plan for your family that includes life milestones, a retirement income you can’t outlive, and your financial legacy

Evidence-Based investing Berkeley, CA Mindful Money

Evidence-Based Investing

Designing portfolios based on peer-reviewed academic research. Performance is driven by process and humility, not prediction and timing.

Estate and Wealth Transition Berkeley, CA Mindful Money

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 Berkeley, CA Mindful Money

Ecosystem of advice

Cultivating a community of well-informed, confident, mindful investors with coaching, education and pro-active communications

The Mindful Wealth Mapping Process

Step One

Explore Fit

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.


Data Gathering

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.  

STEP Three

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?

Let’s Talk

Mindful Money digital Berkeley, CA Mindful Money

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:

Goal-Based Financial Planning Berkeley, CA Mindful MoneyGoals-Based Financial Planning

Helping you evaluate trade-offs and chart a course towards your goals with simple digital tools

Easy-to-Use Digital Platform Berkeley, CA Mindful MoneyEasy-to-Use Digital Platform

Providing an all-in-one dashboard to organize, simplify and access your financial plan and portfolio

Simplified Investment Management Berkeley, CA Mindful MoneySimplified Investment Management

Developing and regularly rebalancing a broadly diversified socially responsible portfolio managed for low tax consequences. 

Education and Group Q&A Berkeley, CA Mindful MoneyEducation and Group Q&A

Supporting better digital client outcomes with financial literacy classes, a private Facebook community, and monthly group Q&A calls

Ready to engage Mindful Money Digital?

Digital Advisor  EDUCATION