Money Matters!

Money is Important. It has the power to add to or detract from all areas of our lives.

But, we are bad at money.

Human nature has developed physiologically, psychologically, and culturally to be bad at money.

Regardless of age, assets, or experience – everyone needs sound unbiased financial advice and can benefit from personal financial planning.

Of course, we all start in a different place. No matter where you are in life, I’m glad you have found your way here.

There are four ways to engage Jonathan.

About Jonathan DeYoe

Jonathan DeYoe is a financial adviser by trade, a husband and father, a practicing Buddhist and the best-selling author of Mindful Money. The underlying principle of his writing, his speaking, his digital advice platform, and his private wealth management firm is simple:…anyone can be financially successful through planning, discipline and patience. Both financial outcomes AND our personal happiness can be improved with better ‘plan-informed’ choices.

 More About Jonathan

Mindful Money Education

Perhaps you are just starting out, paying off some small debts, and building your emergency savings – Check out my book, Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. 

I wrote Mindful Money for people who…
      Struggle with a difficult family financial history
      have a negative relationship with money
      do not have access to positive money mentorship
      have challenges around money itself.

Bring Jonathan’s Mindful Money to your next
event as:
       A small group workshop
       A main-stage keynote, or
       Part of a panel discussion.

Happiness Dividend

You’ve read a few personal finance books; you’ve paid down your higher interest debts; you’ve fully stocked your emergency fund. You may have $5,000 and you are ready to invest it, but you don’t need (or want) a personal financial advisor

You want to express YOUR basic philosophy by targeting:

  • Low-Cost
  • Social / Environmental Responsibility
  • Outperformance

But you want simple help with investing – portfolio creation and management – and you are comfortable with DIY digital planning tools.

If you choose DIY, remember this – Good investors act, they don’t react. Financial outcomes are largely the result or your choices and we at Happiness Dividend will communicate with you along the way to help you stay on track.  .

DeYoe Wealth Management

You are already well established. You may have RSUs from an employer; you may be a doctor or attorney; you may run your own business. You are mid-late career. You have saved and invested well; and… your life is getting complex. There are more people relying on you and the cost of making a big mistake has gotten a lot higher. You no longer want to go it alone.

You may have kids in college. You may be watching your parents age, wondering where your responsibility may kick in. You may be looking out 5, 10, 15 years at retirement, wondering about that retirement income that keeps up with your retirement lifestyle. You may simply be worried about rising healthcare costs.

Whatever the specifics, you simply don’t have time to do it yourself and you are ready for DeYoe Wealth Management’s seamless, proactive service. You are ready for a personal CFO – someone that brings a disciplined, comprehensive and coordinated process to your family’s finances.

Forward Giving

DeYoe Wealth Management serves the foundation, endowment, and non-profit community through Forward Giving. If you are already engaged in philanthropy – whether you work for a foundation; serve on an endowment’s investment committee; or run a well-funded non-profit with excess operating reserves – you may be interested in Forward Giving.

Jonathan and Kate have donated time and treasure to community organizations that they believe in for years. Jonathan wanted a way to use his investment, planning, and fiduciary expertise for the benefit of the giving community. Forward Giving enables just that. We will:

  1. Keep portfolios simple, liquid, and transparent. We do NOT believe in complex private vehicles for small or mid-sized non-profits
  2. Use low-cost tools
  3. Cut our own fees in half
  4. Invest with social and environmental responsibility in mind, and
  5. Commit to recycling our profits back into our community.

If you are part of a foundation, endowment or non-profit I hope you will want to learn more.

Sign up for the Jonathan DeYoe Newsletter for updates on his writing, tours, and more.

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