MINDFUL MONEY

4.8/5 (66)
NameMINDFUL MONEY
Address2150 Shattuck Avenue, Suite 700, Berkeley, CA 94704
City
Category
Phone +1-510-848-0012  
Email ID
SpecialityFinancial Planning, Wealth Management, Retirement Plan, Plan Design, Implementation, 401(k), 403(b) Plans, Employee Financial Education, Fiduciary Protection, Evidence-Based Investing, Data Gathering, Keynotes & Workshops
AboutMindful Money is a goal-focused financial planning firm in Berkeley that helps clients develop a better relationship with money by addressing the psychological, physiological, and cultural pressures. The firm has extensively knowledgeable and experienced advisors and developers in the area. Jonathan K. DeYoe is the director of the firm and the author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. Mindful Money developed a financial plan and investment portfolio tailored to you and followed with Mindful Money principles. Their professional spending and investing behaviors offer a strategic path towards better outcomes for investors of all types. The team manages clients toward financial independence with a personalized approach to wealth planning, accumulation, and preservation.
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