Mindful Money is a comprehensive financial education company that brings mindfulness to personal finance. Financial planning, done right, is not about money and the real benefits of financial planning are not financial. Surprised?
Financial planning is really all about building futures, protecting families, creating legacies, and encouraging people to become better versions of themselves. We do our best work in the places where love and money overlap.
Mindful Money practices a behavioral approach to personal finance. In a world that is market-focused and performance-driven, we are goal-focused and planning-driven. If you are just starting out, we have digital financial literacy courses, DIY financial planning support, and both virtual and live group coaching. If you are nearing retirement or selling your business and are looking for wealth management services, look for Jonathan's page at EPwealth.com.
Financial planning and investment advisory services offered by EPWealth LLC, a Registered Investment Advisor.
Company Details
- Employees
- 11
- Founded
- -
- Address
- Berkeley, Us
- Phone
- (510) 848-0012
- my****@****l.money
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mindful.money
- Keywords
- Wealth Management, Comprehensive Financial Planning, Retirement Planning, Legacy Planning, Financial Education, Tax Planning, Investing.
- HQ
- Berkeley
Mindful Money Questions
Mindful Money's helpline number is (510) 848-0012
Mindful Money's website is mindful.money
Mindful Money's LinkedIn profile is https://www.linkedin.com/company/mindful-money-plan
Mindful Money has
11 employees.
View email and phone details for 11
employees at Mindful Money.
Mindful Money's industry is
Financial Services
Mindful Money's top competitors are
Wealth Architects, Llc,
Cooke Financial Group,
Vernal Point Advisors,
Mindful Money,
The Planning Center, Inc.,
Coastal Community Foundation,
Team Hewins,
Quorum Private Wealth,
Hc Financial Advisors, Inc.,
Two Trails Financial Planning.
Mindful Money's support email address is myteam@mindful.money
Mindful Money's categories are Financial Services
Mindful Money's founding year is 2001
