THE IMPORTANCE OF BEING MINDFUL WITH YOUR WEALTH
WHY – Money is the biggest source of stress for Americans*
Wealth should provide you with security not stress. Security to live for today because tomorrow is an opportunity not a promise.
HOW – Identify your values and develop your habits to help achieve your goals.
Identify your values, goals, and current financial behaviors. Then together we create a values-based plan and develop positive financial habits to help achieve your goals.
WHAT – Prepare you for the certainty of uncertainty
Empower you to live in alignment with your values and coach you through significant life events to help secure your future and take joy in the present.
BEHAVIOR AND HABITS DETERMINE SUCCESS
The primary factor determining your ability to live your values and help achieve your goals is you. Therefore, we focus our time not on trying to predict the stock market but instead on creating positive financial habits and coaching you through significant life events. We seek to prepare you for the certainty of uncertainty and to create space for you to respond instead of reacting to life’s plans.
*American Psychological Association March 2015 (apa.org/research/action/speaking-of-psychology/financial-stress)
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013, (800) 874-6910. Mindful Wealth Planners / Mindful Wealth Insurance Solutions and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Mindful Wealth Planners / Mindful Wealth Insurance Solutions or this representative. Insurance offered through Mindful Wealth Insurance Solutions CA Insurance License #6004278
Company Details
- Founded
- -
- Address
- Ventura, California 93001, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.mindfulwealthplan.com
- Keywords
- A Plan for good and bad times, Saving for your future, Income for life, Children / Grandchildren Education, Family Legacy, Income Disruption, Untimely Death, Long and short-term disability.
- HQ
- Ventura, California
Mindful Wealth Planners Llc Questions
Mindful Wealth Planners Llc's website is http://www.mindfulwealthplan.com
Mindful Wealth Planners Llc's LinkedIn profile is https://www.linkedin.com/company/mindful-wealth-planners-llc
Mindful Wealth Planners Llc's industry is
Financial Services
Mindful Wealth Planners Llc's top competitors are
Planmember Financial Corporation,
Planmember Securities,
Pacific Premier Bank.
Mindful Wealth Planners Llc's categories are Financial Services
Mindful Wealth Planners Llc's founding year is 2021
