Mindful Budgets -

Phone: 5104859459.
Website: mindfulbudgets.com.
Specialties: Financial planner, Service establishment.
Other points of interest: Identifies as women-owned, Online appointments, LGBTQ+ friendly, Appointment required.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

Location of Mindful Budgets

5104859459

Mindful Budgets is a financial planner service establishment that is both women-owned and LGBTQ+ friendly. They are located at 344 20th St, Oakland, CA 94612, USA and can be reached by phone at Phone: 5104859459. You can also visit their website at Website: mindfulbudgets.com to learn more about their services.

One of the key features of Mindful Budgets is their commitment to mindful and intentional financial planning. They believe that by being present and aware of one's financial situation, it is possible to make more informed and empowered decisions about money. This approach sets them apart from other financial planning services, and has helped them to build a strong reputation in the industry.

Mindful Budgets specializes in providing comprehensive financial planning services to individuals and families. Their team of experienced professionals can help you with a wide range of financial needs, including retirement planning, investment management, tax planning, and estate planning. They take a holistic approach to financial planning, considering all aspects of your financial life in order to develop a customized plan that meets your unique needs and goals.

Another important aspect of Mindful Budgets is their commitment to accessibility and inclusivity. They offer online appointments and are dedicated to serving a diverse range of clients, including those who identify as LGBTQ+. They believe that everyone deserves access to high-quality financial planning services, regardless of their background or identity.

According to reviews on Google My Business, Mindful Budgets has an average opinion of 5/5. Many clients have praised the company for their knowledgeable and supportive team, as well as their commitment to mindful and intentional financial planning. If you are looking for a financial planner who truly cares about your financial well-being, Mindful Budgets is an excellent choice.

Overall, Mindful Budgets is a women-owned and LGBTQ+ friendly financial planning service that takes a holistic and mindful approach to financial planning. With a commitment to accessibility and inclusivity, they are dedicated to helping individuals and families make informed and empowered decisions about their money. If you are looking for a financial planner who truly cares about your financial well-being, Mindful Budgets is an excellent choice. Be sure to visit their website at Website: mindfulbudgets.com to learn more and schedule an appointment today.

Reviews of Mindful Budgets

Cori Grayson

5/5

Kerrie did a wonderful job teaching me the ins and outs of ynab. She is very patient and understanding and was able to get me to understand how a budget works. Great job Kerrie!

Dr. Brandie Elizabeth Keates

5/5

I worked with Kerrie over a few months to really get a solid understanding of YNAB. Working with Kerrie was really eye opening in a very supportive way to help me change some of my approaches with managing money! Highly recommend, Kerrie.

Lew Pennington

5/5

Mindful Budgets is amazing! I worked with Kerrie to get set up with YNAB for the first time. I tried to do it on my own but it was so confusing, especially the credit cards. After working with Kerrie, I have a YNAB budget that ACTUALLY works and a plan to get out of debt. For the first time in my life, I can buy things guilt-free!! I’m so grateful for her kind and non-judgmental support.

Kimberly Duong

5/5

Kerrie is hands down exactly the coach I needed in my life. Not only is she super supportive and non-judgmental, she comes prepared to answer any questions about budgets. We set some short-term goals, long-term goals, talked about my values, and figured out how I could get there without giving myself a ton of stress along the way.

Our weekly sessions give me the accountability and support I need to make progress towards my goals. After a few months of working with Kerrie, I wouldn't go to anyone else for coaching. Can't recommend her enough!!

Kristine Jennings

5/5

Kerrie helped me with my YNAB budget after I spent a long time driving myself crazy trying to do it on my own. She knows a lot, but was patient and taught me each part at my own pace so it wasn’t overwhelming. She also kept me accountable to my own goals, and helped me save a ton! The best unexpected benefit is that my husband and I can finally talk about money without fighting or driving each other nuts ?

Working with Kerrie has been life-changing. No matter what happens, we have peace with our money, and I never would have believed that was possible before.

Genni Low

5/5

I'm a small business owner just starting out, and understanding all of my sales vs costs was overwhelming! Kerrie helped me create a break-even analysis for my business so I could set monthly sales goals and understand some of my "invisible" costs. Now I have a useful tool that I can use to analyze new income streams/opportunities!

Kerrie also really encouraged me to set myself up for success with goals and pricing. She understands what owning a small business is like, and is able to put you in a mindset to make your business financial goals a reality!