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.
