Welcome to Mindful Wealth Management
When we get too caught up in the busyness of the world, we lose connection with one another – and ourselves. No matter how established your personal mindfulness practice is, sometimes you can use a little extra inspiration. I have built this site to gather videos and resources to address some of the most common questions I get asked when it comes to a person’s financial education and wellbeing.
Your financial advisor should be among the first calls a person makes when they undergo any of life’s major events. Mindful Musings is here to provide you with tools and resources that have helped myself and others transition through these life events.
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spirits & open your mind"Lindsey has been my financial advisor for the last four years and I only wish that I had met her sooner. She has the knowledge and ability to take the global financial picture and explain to me how it relates to my portfolio, always keeping my needs and interests in mind. She makes use of some great tools to visually outline my financial picture and her communications are timely, respectful, and honest."Dalia, age 69
You cannot control the results, only your actionsAllan Lokos
An investment in knowledge pays the best interestBenjamin Franklin