MINDFUL FINANCE
We use evidence-based mindfulness techniques to:
- Help you understand the causes of money stress and conflict
- Work with you to define your financial goals for your life, family, or business
- Design a values-based investment portfolio that meets your goals
Highlander is reshaping wealth management by bringing awareness of personal experience into finance.
We provide tailored investment portfolios and unique investment advice to individuals, families, and organizations, within the context of a non-judgmental understanding of your values and goals.
Services
Portfolio Management
Highlander can artfully manage and protect your investment portfolio, and be your advocate and resource as growth opportunities arise.
Life Insurance & Long Term Care
We specialize in creative insurance solutions. Our approach is based on creating a relaxed, non-fearful context for intelligent conversations about your needs, resources, and goals.
Mindful Financial Planning
We will guide you through a comprehensive process to unearth your personal financial goals and work through the essential areas needed to build a solid financial plan.
Private & Corporate Consulting
Highlander is a respected entity in the world of mindful leadership. Our professionals deliver speaking engagements, provide private and corporate consulting, and write on mindfulness topics.
5-minute Assessment
My Money Mandala assess our habits with money from the point of view of 5 Positive Personality Styles.
- It seeks to bring attention to where we habitually overuse or underuse positive money-related personality styles.
- It is designed to uncover some of the ways we habitually manifest in our financial lives in order to provoke awareness of those habits and encourage intentional, mindful behaviors.
As Seen In
Our approach to money and mindfulness:
Money and other financial aspects of life can cause stress. We can help you navigate and become empowered by your financial life.
- Trained in mindfulness techniques, we help our clients better understand their feelings around money stress
- You will make decisions about your finances that will help you achieve your goals in a way that aligns with your values
Learn about our client process and see how we combine solid financial advice with sound mindfulness techniques.
What is Mindful Finance?
A Mindful Finance company is run by mindfulness practitioners.
Get to know our financial advisers.
Sol is the original pioneer of Mindful Finance. Through his work as an investment advisor, writer, lecturer, and consultant, he articulates all the ways that mindfulness practices can help individuals and organizations.
Jesse leads Highlander Wealth’s executive-level client service experience and is devoted to brighter financial futures. Jesse is a lifelong meditation practitioner.
