ALIGNING WEALTH
and WISDOM
We offer a different approach to wealth, rooted in understanding your unique story.
With intentionality and mindfulness, we guide your financial decisions to align
your wealth with the life you truly want to live.
MAKE FINANCIAL DECISIONS WITH your heart AND YOUR HEAD
THE MINDFUL PURPOSE
More than just financial planning and asset management, Mindful Financial Partners is an authentic, compassionate partner to guide and empower your financial future.
TAILOR YOUR PATH
FINANCIAL PLANNING
ASSET MANAGEMENT
DIVORCE PLANNING
OUR MISSION
SUCCESS through PARTNERSHIP
Our mission is to empower clients to realize their financial aspirations through attentive listening, personalized guidance, and unwavering dedication. We strive to understand each client’s unique goals and challenges, crafting tailored strategies that transform financial dreams into achievable realities. By cultivating trust, providing expert advice, and maintaining a client-first approach, we aim to be the catalyst for our clients’ financial success and peace of mind.
OUR UNIQUE APPROACH
OWNING the future STARTS WITH understanding THE PAST
INSIGHTFUL ANALYSIS
We take a holistic approach to understanding your financial landscape. As fiduciaries, we are committed to thoroughly evaluating where you stand today to create a solid foundation for your future success.
STRATEGIC SOLUTIONS
As creative problem solvers, we identify opportunities that others might overlook. Our expertise allows us to craft comprehensive, customized strategies designed to meet your financial objectives and navigate life’s complexities.
OPTIMIZED PLANNING
Once your plan is prepared, we go a step further—refining and optimizing it for maximum impact. We ensure you fully understand the projections and potential outcomes, empowering you to make informed decisions.
PURPOSEFUL EXECUTION
With your approval, we implement the plan and set you on a clear path toward financial success. We maintain open lines of communication, providing updates and answering any questions as we monitor your progress and adjust as needed.
MEET the FOUNDER
Melissa Murphy Pavone, CFP®, CDFA®
“My experience in the financial industry and wire houses helped me realize people are looking for honest, unbiased planning and advice – driven not by sales and commissions, but by true client need. I want to fill that role.”
Certified Financial Planner®
Accredited Behavioral Finance Professional
Member of Financial Planning Association
Certified Divorce Financial Analyst®
Long Island Collaborative Divorce Professionals
LET’S START A CONVERSATION
ARE YOU READY TO TAKE THE first step?
