Mindful Money Plan

Mindful Money Plan Mindful Money is a financial education and financial coaching firm that brings mindfulness to finance Surprised?

Mindful Money is a comprehensive financial education and wealth management firm that brings mindfulness to personal finance. Financial planning, done right, is not about money and the real benefits of financial planning are not financial. 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 courses, digital planning tools, and evidence-based portfolios. If you are nearing retirement or selling your business, we have personal services to support you as you move forward into this exciting new time in your life. Financial Planning and Investment Advisory Services offered by EP Wealth Advisors, LLC, an SEC Registered Investment Advisor.

11/11/2025

TGIM - Thank God It’s Monday!

Earlier this year, I graduated from the Mindfulness Meditation Certification Program. I decided to create the TGIM Awakening Sangha for anyone who’d like to grow (or get started) in their meditation practice alongside me.

The group is Dana-based (pay what you can, when you can). I hope you’ll reach out and join us every Monday—I love to see new faces and share the beauty and the healing of mindfulness.

10/07/2025

Click the link in our bio to subscribe to the mindful money newsletter and receive an invitation to the Financial Independence Bootcamp!

The Bootcamp is an invaluable three-day program hosted live via Zoom, full of great info, tools, personal attention, & answers to your questions.

We hope to see you there!

09/23/2025

The TWO main elements to building wealth successfully, broken down.

What do you think? Does this sound doable for vou?

Click the link in our bio to check out our low-cost membership, subscribe to the newsletter, & more!

09/22/2025

Click the link in our bio to receive weekly insights and support in the form of the Mindful Money Weekly newsletter!

09/16/2025

Check out the link in our bio for a ton of helpful resources—no matter your age!

09/10/2025

What’s really the best use of that extra cash in your budget? Should it be added to your debt payments, or should you be investing?

08/28/2025

If this sounds like you.. join us Mondays at 4pm PT for the TGIM (Thank God It’s Monday) mindfulness and meditation class.

Participation is Dana-based (pay what you can) and we’d love to have you with us as we all work to calm our minds and live better.

Send us an email (link in bio) or a DM to get an invite!


08/28/2025

Food for thought from Aaron Thomas on the Mindful Money Podcast 🎙️

09/07/2024

I often ask my financial advisor guests on the Mindful Money Podcast about their circle of competence. What is it that makes a financial advisor worth the price... there is often a little disagreement. For me it comes down to two things: 1. Financial Planning (forward looking decision support) and 2. Perspective that enables sticking with the plan (in the moment decision support). There is a huge benefit to shifting your thinking from "market-focused performance-driven" to "goal-focused planning-driven."
Some people need an expensive comprehensive financial plan. Others would benefit from simple DIY modular plan that starts where they are and manageable step by step.
You want to know which is right for you? Check out the Mindful Money Podcast for: The Essentials of Financial Planning: A Comprehensive Vs. Modular Approach.

06/26/2024

This week's episode of Mindful Money with Aimée Eubanks Davis is now live!

In this episode, I speak with Aimée Eubanks Davis, the inspiring Founder and CEO of Braven. Aimée shares her personal journey, from growing up in a hardworking family in Chicago to leading a national nonprofit that empowers first-generation, low-income, and underrepresented college students.

We dive into her experiences and the pivotal moments that shaped her understanding of economic mobility, systemic barriers, and the importance of education. Her passion for creating equitable opportunities shines through as she discusses the importance of internships, social capital, and long-term economic mobility.

Aimée's story is a testament to resilience and the transformative power of opportunity, making this conversation both heartfelt and enlightening. This episode is a must-listen for anyone interested in education, social justice, and the power of community support. Join us for an engaging and motivating discussion that highlights the incredible potential within every student.

🎧👇Listen to a sneak peek from the interview below

🎤 Subscribe/Follow and hear the episode in full on your favorite podcast app: https://bit.ly/mindfulmoneypodcast

📺 Watch/Subscribe on YouTube: https://www.youtube.com/c/MindfulMoney?sub_confirmation=1

06/19/2024

This week's episode of Mindful Money with TJ van Gerven is now live!

In this episode, I speak with TJ van Gerven, a Financial Planner and Founder of Modern Wealth Builders. TJ shares his journey from growing up with contrasting financial influences—his father, a self-employed plasterer with a scarcity mindset, and his mother, who came from a more affluent background. We dive into how these experiences shaped his approach to financial planning, particularly for millennials. TJ emphasizes the importance of understanding time horizons when buying a home and the true costs associated with real estate, challenging the common belief that homeownership is always the best investment.

We also explore TJ's innovative approach to financial planning, including his use of a subscription model to make financial advice more accessible to younger clients. He discusses the value of focusing on cash flow, tax planning, and the importance of having a disciplined, rules-based strategy. TJ's insights are not just about numbers; they’re about helping people use their money as a tool to live better lives. Whether you're considering a sabbatical, navigating equity compensation, or just trying to get a handle on your finances, TJ's practical advice and genuine passion for helping others make this episode a must-listen.

🎧👇Listen to a sneak peek from the interview below

🎤 Subscribe/Follow and hear the episode in full on your favorite podcast app: https://bit.ly/mindfulmoneypodcast

📺 Watch/Subscribe on YouTube: https://www.youtube.com/c/MindfulMoney?sub_confirmation=1

06/12/2024

This week's episode of Mindful Money with Amy Schiller is now live!

In this episode, I speak with Amy Schiller; a Writer and Political Philosopher who has spent over 15 years in major gift fundraising. Amy's insights into philanthropy are both profound and practical, as she explores how we can use our resources to truly enrich our communities. We dive into her new book, "The Price of Humanity: How Philanthropy Went Wrong and How to Fix It,"We also discuss the importance of loving humanity in its fullest sense—beyond just survival, but also our ability to imagine, create, and connect. Amy's perspective is a refreshing take on how philanthropy can be more than just a transaction; it can be a meaningful extension of our values and a way to build a richer civic fabric.

Throughout our conversation, Amy shares her thoughts on the current trends in philanthropy, the pitfalls of a purely ROI-driven approach, and the unique role that philanthropy can play in our society. She highlights inspiring examples, like LeBron James' work in Akron, which beautifully illustrates how giving can be rooted in personal experience and community connection. Amy also touches on the balance between government responsibility and private giving, advocating for a more holistic approach to addressing societal needs. This episode is a must-listen for anyone interested in how we can make our giving more impactful and aligned with our deepest values.

🎧👇Listen to a sneak peek from the interview below

🎤 Subscribe/Follow and hear the episode in full on your favorite podcast app: https://bit.ly/mindfulmoneypodcast

📺 Watch/Subscribe on YouTube: https://www.youtube.com/c/MindfulMoney?sub_confirmation=1

Address

Berkeley, CA
94704

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Mindful Money Plan posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category