Money & Mindfulness

A Financial Planning and Wealth Management Company

Our investment approach is simple because we know what matters:

• Creating a plan matters.

• The right discipline and consistency to follow the plan matters.

• A long-term investment focus matters.

• Being diversified matters.

• Having a trusted advisor who supports your success matters.

The Mindfulness Difference

We focus on you.

The whole you ~ and the people YOU care about.

We know your wants extend far beyond monetary success…

You want Freedom.

You want to pursue your Purpose and Passions.

You want you and your Family to be healthy and safe.

You want to feel Joy, Peace. and Happiness ~ everyday.

After all, we know that your money matters, and your happiness matters more!

Any opinions are those of the author, are subject to change without notice and are not necessarily those of Raymond James. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision.