Mindful Money Email Format
Financial ServicesCalifornia, United States11-50 Employees
Mindful Money is a financial education company that integrates mindfulness into personal finance. It emphasizes a behavioral approach to planning, focusing on goals and long-term outcomes rather than market performance. The firm offers digital financial literacy courses, do-it-yourself planning support, and both virtual and live group coaching; for wealth-management needs tied to retirement or business transitions, clients are directed to EPWealth LLC, a registered investment advisor. Based in Berkeley, California, it operates with a small to mid-sized team in the financial services field. Its offerings are designed for a range of clients—from beginners seeking literacy to individuals nearing retirement or selling a business—who may require planning-focused guidance and wealth-management services.