Back to Press

Financial Mindfulness

The New Year offers a clean slate. You don’t have to fix everything at once, however, if you vow to be more mindful of your money, you should come closer to reaching your financial goals. Financial professional Brian Jass talked with FOX 9 about four ways you can practice mindfulness with your money in 2020.

Review Your Finances

      -Click here to download a budget worksheet

Save with Purpose

Plan for the Future

Practice Emotional Awareness


Recommended Reading

Have a Question?

Our advisors are here to help you get clarity and share resources.

Talk to an advisor