We believe it is important to give back to the community that we live in to strengthen it. Ten percent of all net profits from Mindful Money Financial Counsel, LLC are donated to local community non-profit organizations.
We advise clients on ways that they can make more of a difference with their investments in the community. We advise clients on innovative ways to put their capital to work. For clients seeking ways to improve their own communities in a socially positive and environmentally friendly way, we advise on community investment notes, community development financial institutions (CDFIs), and social venture capital. Whether it is through low interest loans or private equity to organizations that are trying to promote local living economies and sustainable businesses, we can help you yield results that traditional ways do not always achieve.