Mindful Money is a goal-focused financial planning firm in Berkeley that helps clients develop a better relationship with money by addressing the psychological, physiological, and cultural pressures. The firm has extensively knowledgeable and experienced advisors and developers in the area. Jonathan K. DeYoe is the director of the firm and the author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. Mindful Money developed a financial plan and investment portfolio tailored to you and followed with Mindful Money principles. Their professional spending and investing behaviors offer a strategic path towards better outcomes for investors of all types. The team manages clients toward financial independence with a personalized approach to wealth planning, accumulation, and preservation.
Best Financial Services in Berkeley
Expert recommended Top 3 Financial Services in Berkeley, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
MINDFUL MONEY REVIEWS
Financial Planning isn't something I'm good at... Saving money isn't my forte! The entire aspect is daunting and overwhelming to me! I've worked with Jonathan for 5+ years. What is consistent is his honesty, sincerity, and transparency in what he does. With all the ugly news of our financial systems running aground due to lack of integrity and greed, Jonathan is a fresh breath of air. Working with Jonathan has been good for me because he's firm but completely flexible with how he works with me. He's also very passionate about what he does and that passion really shines thru. In addition, the support staff always makes me feel warm and welcomed and part of the DeYoe Family. Jonathan is my defacto Financial Planner.
After recently retiring, I took a class, "Rejuvenate Your Retirement" with Jonathan DeYoe. I expected it to be a hard sell couched with some basic financial planning information. Far from it! Jonathan's approach was informative, relaxed and so easy to understand. I left feeling far more confident about how to think about my finances and how to move forward in my planning. The class included an optional one-on-one meeting a couple of weeks later. Even though it was clear from the get-go that I don't meet the requirements to be an actual client, Jonathan and Scott treated me as if I were one of their most valued patrons. They were fully engaged, answered all of my questions, and provided genuinely useful information and advice. Highly recommend!
Thank you, Nancy Cooper!!! Called to get help without really knowing what I need help on. Unfortunately, they were not providing the type of service I'm needing but instead of just leaving it at that, Nancy explained a lot and provided me with a contact she thought would be a good fit for my needs. That makes her AWESOME and reflects the company :)
Fruition Advisors is a full-scale financial planning firm, helping you define goals, grow and protect wealth, and enjoy the fruits of your labor. The firm has an emphasis on realistic goal-setting and the promotion of long-term financial health. Their team focuses on transparency, integrity, and honesty. Alison Davies is the founder and owner of the firm, with years of working experience as an independent investment advisory. She has comprehensive knowledge of financial planning and investment management issues, having worked closely with clients to find simple and complex financial challenges. Alison is certified by CFP for your trust and peace of mind. Fruition Advisors is affiliated with Gemmer Asset Management LLC to offer personalized investment management solutions to clients.
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FRUITION ADVISORS REVIEWS
Alison is smart, calm, and knowledgeable and asks good questions to understand where you are currently as well as your short-term and long-term goals and objectives. She helped us navigate a clear path through what has always felt like a slog to me. She helped us analyze our various investment vehicles and calculate scenarios for retirement. She listened to us and outlined strategies that align with our values and priorities. Alison guided us through talking about things that we don't often think about in a way that was both caring and practical and explained the changes we could make to retirement accounts and insurance to give us better peace of mind. She is detail-oriented, informative, and keeps the client's big picture in mind.
Working with Alison has been the best decision I've ever made for my finances. So many reasons, she helped me work through the emotional elements of inheriting, helped to walk me through the steps one by one, found me a socially responsible investment plan, has answered all the questions I have had and helped me make decisions for the next steps in my investment journey. I trust Alison very much and am always able to communicate easily and effortlessly. I am so grateful to have found her and would highly recommend anyone who is looking for a kind, informed, understanding, and personable financial advisor.
Alison has been helping us with our finances for the past three years. I definitely recommend her to anyone looking to get their finances in order. She takes a 360-degree view and assesses your income, monthly spending, savings, investments, and short and long-term plans, including estate planning. She offers her expertise and makes sure you understand and are comfortable with all decisions before moving forward. Alison is a great communicator, very responsive, and extremely organized. We are so happy to work with her!
DABK Financial Planning Services is a fully independent financial advising firm. The firm has a team of skilled and experienced advisors and planners, and also they are certified by CFP, RIA, and member of The National Association of Personal Financial Advisors. The team helps you obtain the financial well-being that is required to reach your non-financial goals. They provide affordable and conflict-free hourly or flat-fee financial planning advice. DABK Financial Planning Services treats every client with respect and helps them understand the financial concepts relevant to their circumstances.
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DABK FINANCIAL PLANNING SERVICES REVIEWS
A trustworthy, competent, and caring advisor focused on giving valuable advice specific to my financial situation - very helpful! Reasonable fee.
I got excellent financial planning advice on all issues related to being a small business owner. I highly recommend him!
DABK takes excellent care of our family finances.