Education, Planning and Mindfulness for Financial Success with Jonathan DeYoe

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Adam Torres and Jonathan DeYoe discuss mindfulness, education and planning.

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Show Notes:

Education, planning and mindfulness are key components for reaching financial success. In this episode,  Adam Torres and Jonathan DeYoe, CPWA, AIF, Founder & CEO at Mindful Money, explore what it takes to succeed financially.

About Jonathan DeYoe

Jonathan started as a Financial Advisor in a Wall Street firm in 1996 – right out of graduate school. Within a few years, he knew he needed a more independent platform to meet clients’ diverse planning needs. He started DeYoe Wealth Management in 2001 to simplify personal finance and help busy people live meaningful lives. Their dedication to first class service, the commitment to evidence-based investing, and a client first philosophy have placed their firm in a category by itself.

Financial planning is not about money and the real benefits of financial planning are not financial. At its best, financial planning is about building futures, protecting families, creating legacies and encouraging clients to pursue their passions. He did his best work in the place where Love and Money overlap.

Investment success is determined more by their choices than by market and economic data. When you experience working with his team on your own financial plan, you will see how incredibly freeing this realization can be. They have created a comprehensive ecosystem of advice to simplify decisions, reduce anxiety and empower clients to stay true to both their life-purpose and the financial plan that they have designed together.

About Mindful Money

The Mindful Money team practices comprehensive, holistic financial planning and asset management. They can create a financial plan and investment strategy that is firmly-rooted in your personal values, and help you build a sustainable financial future for you, your family, or your chosen community. Their clients are individuals, families, small businesses, nonprofits, and foundations. Their goal is to transform the lives of everyone they serve through mindful wealth management.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which financial strategies or investment(s) may be appropriate for you, consult your financial advisor prior to investing.

Mindful Money is a service mark of DeYoe Wealth Management, a registered investment advisor offering comprehensive financial planning and asset management services, digital investment services, financial education courses, and retirement plan services throughout the San Francisco Bay Area.

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