This Estate Planning Essentials à la carte course module will cover:

Estate planning

Philanthropy, focus & giving statements

Family (in regards to your future)

A link for a strategy call with Mindful Money

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You'll Recieve:

2 video tutorials to help you get on track with your financial goals.

8 pages of an extensive workbook to get results with managing and planning for your financial goals.

4 Quizzes to assess your knowledge and learning as you progress through the modules.

1 PowerPoint to enhance your financial learning experience and provide you more in-depth knowledge on the topic at hand.

7 Text-based lessons to provide detailed direction for each financial lesson and help you take your next steps.


What is Dana?

"Dana" is a Pali word that means "generosity of heart." At Mindful Money, we offer our courses, resources, and curricula for dana—or pay what you can—so that every person has access to grounded and comprehensive financial education.


An act of dana isn't just a "payment" or "donation," but an expression of appreciation and respect. We thank you!