Mindful Money by Rooted Planning Group

03/12/2021

How we feel is such a big part of how we spend. If you look at your spending this past month, did any of these emotions cause you to overspend? Is there anything about your budget that you’d like to change?

03/08/2021

Ready to transform your financial life? Join our Mindful Money Class, download our custom budgeting tool, and reset your relationship with money.

A step by step budgeting guide to help you take control of your spending, save more money, and pay down debt using our custom Mindful Spending Plan in Google Sheets.

03/05/2021

Bitcoin is making headlines again. Does that mean it should be a part of your portfolio? Check out our client question of the month to learn more: Should I buy Cryptocurrency?

https://mailchi.mp/irvineadvise/taxtime2021org-18697316

03/02/2021

Saw this online and immediately a list of my past Target purchases and takeout orders came to mind. We all need to splurge now and again, but it can add up so quickly costing us more than we realize.That’s why we promote the Mindful Money Class to help you spend your money in a way that aligns with your goals and values. Are your spending habits helping you build your dream life? If the answer is no, check out our class: https://rooted-planning-group.thinkific.com/courses/mindful-money-class

02/26/2021

How secure is your financial foundation? You can’t build your wealth without one. We can help lay the groundwork with our Foundational Planning Service. Book a discovery call now. https://www.rootedpg.com/schedule-a-discovery-meeting)

Rooted Planning Group is a fixed fee financial planning agency. We provide investment strategies, financial programs and education, and small business finance consulting.

02/05/2021

In 2013 newly married, I started my own financial planning firm with the mission of helping other young couples learn to manage their finances together. I set out to create something unique, relatable and affordable. I loved it! In 2020, life took me in a different direction, and I teamed up with Rooted Planning Group, a group of 5 incredibly talented women with a mission similar to my own. I’ve updated this page to reflect the new brand. If you need help with budgeting, paying down debt, or reaching your savings goals, then we’d love to connect and see how we can help.

A big part of our mission at Rooted Planning Group is the belief that everyone can benefit from unbiased advice and education on personal finance. That’s why we’ve built financial planning packages and online personal finance classes to meet our clients wherever they are on their financial journ...