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Financial Planning & Investment Management 

Find Your Happiness Dividend

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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




Services For:

Choose your Path Berkeley, CA Mindful Money

Individuals & Families

Your financial picture is complex and you want a face-to-face relationship with a trusted advisor for in-depth financial planning and customized investment management.




OUR APPROACH TO Integrated, Fee-Only WEALTH MANAGEMENT

Holistic Berkeley, CA Mindful MoneyHolistic

Wealth Management 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.

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.


Integrated 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 investors with coaching, education and pro-active communications


The INTEGRATED 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.

STEP Two

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 integrated wealth map. We will consider “what if” scenarios while evaluating and analyzing tradeoffs.

STEP Four

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.

STEP Five

Wealth Map Review

Throughout the year, we will meet regularly to review your progress, understand any life changes and recalibrate your strategies as necessary.


Ready to begin creating your integrated wealth map?

Let’s Talk

Mindful Money digital Berkeley, CA Mindful Money

Employers

Our business services include retirement plan design and employee financial education focused on creating a healthier, happier and more productive workplace.




RETIREMENT PLAN SERVICES

Goal-Based Financial Planning Berkeley, CA Mindful MoneyFull Retirement Plan Design and Implementation

Easy-to-Use Digital Platform Berkeley, CA Mindful MoneyReasonable and Transparent Pricing

Simplified Investment Management Berkeley, CA Mindful MoneyFiduciary Protection

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

Simplified Investment Management Berkeley, CA Mindful MoneyConcierge Service and Access to Plan Data

Education and Group Q&A Berkeley, CA Mindful MoneyRobust Investment Options and Regular Line-Up Review



Ready to explore retirement plan options for your business?

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