Mindful Money Plan

Mindful Money Plan

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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.

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 🎙️

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

06/12/2024

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

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Address


Berkeley, CA
94704

Opening Hours

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