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

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Berkeley, CA
94704

Opening Hours

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

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