Mindful Finance
You’re ready for a different kind of wealth advisor.
- Trustworthy and caring human beings as your advisors
- Personal alignment with your investments and impact on the world
- Practical processes and systems to achieve your goals and simplify your financial life
Services
Portfolio Management
We will build and manage your values-aligned investment portfolio to protect and grow your assets.
Mindful
Financial Planning
We will guide you through a comprehensive process to unearth your personal financial goals and work through the essential areas needed to build a solid financial plan.
Family Office Services
We provide the team and processes you need to be a successful steward of your wealth.
Life Insurance
& Long Term Care
We specialize in creative insurance solutions. Our approach is based on creating a relaxed, non-fearful context for intelligent conversations about your needs, resources, and goals.
Private & Corporate Consulting
MIFI Wealth is a respected entity in the world of mindful leadership. Our professionals deliver speaking engagements, provide private and corporate consulting, and write on mindfulness topics.
Anchorpoint
Tailored financial guidance and wealth management for young and driven individuals seeking clarity, growth, and long-term financial success.
MIFI Wealth is reshaping wealth management by bringing awareness of personal experience into finance.
The starting viewpoint of Mindful Finance is that you are fundamentally wakeful and already have everything you need to change your financial story into whatever you want it to be.
My Money Mandala assess our habits with money from the point of view of 5 Positive Personality Styles.
- It seeks to bring attention to where we habitually overuse or underuse positive money-related personality styles.
- It is designed to uncover some of the ways we habitually manifest in our financial lives in order to provoke awareness of those habits and encourage intentional, mindful behaviors.
MIFI Wealth is reshaping wealth management by bringing awareness of personal experience into finance.
We provide tailored investment portfolios and unique investment advice to individuals, families, and organizations, within the context of a non-judgmental understanding of your values and goals.
