Education, Planning and Mindfulness for Financial Success with Jonathan DeYoe

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

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Show notes:

Education, planning and mindfulness are key components to financial success. In this section, Adam Torres and Jonathan DeYoe, CPWA, AIF, Founder and CEO of Mindful Money, explore what it takes to be financially successful.

About Jonathan DeYo

Jonathan started as a Financial Advisor at a Wall Street firm in 1996, starting in graduate school. Within a few years, he knew he needed a more independent platform to meet the diverse planning needs of his clients. In 2001, DeYoe Wealth Management began simplifying personal finances and helping busy people live meaningful lives. Dedication to first-class service, evidence-based investment commitment and the customer’s first philosophy have placed it in its business category.

Financial planning is not about money and the real benefits of financial planning are not financial. At its best, financial planning is about building the future, protecting families, creating heritage, and encouraging clients to pursue their passions. He did his best work where love and money overlapped.

The success of investments is determined more by their choices than by markets and economic data. When you work with his team on your financial plan, you will see how liberating this warning can be. They have created a comprehensive consulting ecosystem to simplify decisions, reduce anxiety and empower clients, both with their life goal and with the financial plan they have designed together.

About Note the money

The Mindful Money team deals with comprehensive and holistic financial planning and asset management. They can create a financial plan and investment strategy that is firmly rooted in your personal values, and will help you build a sustainable financial future for yourself, your family, or your chosen community. Their clients are individuals, families, small businesses, non-profit organizations and foundations. Their goal is to transform the lives of all who serve them through responsible wealth management.

The opinions expressed in this material are for general information purposes only and are not intended to provide specific advice or recommendations to anyone. To determine which financial strategy or investment may be right for you, consult your financial advisor before investing.

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

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