Mindful Wealth Planners LLC
Financial Services - Ventura, California, United States
Mindful Wealth Planners LLC Employees
Mindful Wealth Planners LLC Details
THE IMPORTANCE OF BEING MINDFUL WITH YOUR WEALTHWHY – Money is the biggest source of stress for Americans*Wealth should provide you with security not stress. Security to live for today because tomorrow is an opportunity not a promise. HOW – Identify your values and develop your habits to help achieve your goals.Identify your values, goals, and current financial behaviors. Then together we create a values-based plan and develop positive financial habits to help achieve your goals.WHAT – Prepare you for the certainty of uncertaintyEmpower you to live in alignment with your values and coach you through significant life events to help secure your future and take joy in the present.BEHAVIOR AND HABITS DETERMINE SUCCESSThe primary factor determining your ability to live your values and help achieve your goals is you. Therefore, we focus our time not on trying to predict the stock market but instead on creating positive financial habits and coaching you through significant life events. We seek to prepare you for the certainty of uncertainty and to create space for you to respond instead of reacting to life's plans. *American Psychological Association March 2015 (apa.org/research/action/speaking-of-psychology/financial-stress)Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013, (800) 874-6910. Mindful Wealth Planners / Mindful Wealth Insurance Solutions and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Mindful Wealth Planners / Mindful Wealth Insurance Solutions or this representative. Insurance offered through Mindful Wealth Insurance Solutions CA Insurance License #6004278
