MIFI Wealth is a mindful finance company that brings awareness of personal experience, values, and goals into wealth management. It helps individuals, families, and organizations navigate the emotions and stress associated with money and build a clearer path toward their financial objectives. Its services include portfolio management, with investment portfolios designed to align with clients’ values, as well as mindful financial planning to clarify goals and address key areas of a sound financial plan.

MIFI Wealth also offers family office services, life insurance and long-term care solutions, and private and corporate consulting. Its Anchorpoint Program provides tailored financial guidance and wealth management for ambitious individuals seeking clarity, growth, and long-term success. For clients seeking to understand their financial habits, the My Money Mandala assessment explores five positive personality styles and encourages more intentional behaviors.

The company also provides educational resources, including a free, self-directed finance transformation course, guided meditations, and materials on mindfulness and investing