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Mindful Wealth Partners

We are here to help you...

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Become more MINDFUL of your finances

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Become more INTENTIONAL about your future

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Establish GENERATIONAL wealth


"Someone is sitting in the shade today because someone planted a tree a long time ago" – Warren Buffett

Daniel F Haines Jr, CFP®, AEP®

Corbin Oliver, CFP®, AIF®, RICP®

Begin your journey

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.