Financial Mindfulness and Values-Based Decisions Making


As a founder of a financial mindfulness practice, I define financial mindfulness as being fully present and aware of one's financial decisions, habits, and emotions. It involves a deep understanding of one's relationship with money and tapping on that awareness to make intentional and conscious financial choices. Financial Mindfulness also means employing a values-based approach to making financial decisions. Financial decisions revolve around the things we care about, and as such, let's think about how to develop a system of guiding principles to make these decisions.


Beyond your financial balance


At Yogi CPA, we have developed a three-part journey to your ZEN financial state: tax strategy, entrepreneurship, building wealth. As you master your tax strategy and entrepreneur pursuits, you are now ready to move beyond your financial balance.

Yogi CPA believe in a holistic approach to work and life, and take a deeper look into your financial and life goals. Financial decisions revolve around the things you care the most about, as career aspiration and life inspiration often meet. As a purpose-driven firm, we help clients move beyond the financial balance and design a financial independence lifestyle tailored to your own method of building wealth.

Financial independence is a goal that elevates each of us to become better versions of ourselves, and in turn we create better value for others. Let Yogi CPA be your guide through this journey!