Welcome to Mindful Asset Planning in Apple Valley, MN. "Mindful" means attentive and aware, which is what we help you create in your life and financial planning decisions.
We've been helping clients MAP their life planning strategies since 1988.
Contact us for a free pathfinder meeting to discover what path is best for your next step.
Mindful Asset Planning (MAP) is an independent Registered Investment Advisory firm founded by Susan and Steven Zimmerman, CFP, ChFC (originally Zimmerman Financial Group).
Prosperity Clarity: Our mission is to help you MAP a more prosperous and satisfying life.
When you make the absolute most of your human and financial assets:
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Your life path is better focused and more fulfilling
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Goals are clear, prioritized, calculated, and funded
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Your important decisions align with your values
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Your personal confidence grows
To achieve a Maximum Asset Plan, MAP gathers your historic style, preferences, and goals to clarify what works best for you. This includes:
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Personality motivators
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Financial resources
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Emotional awareness
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Personal values
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Family relationships
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Professional goals
Your Mindful Asset Picture contains both financial and human assets. Human assets include your family and career situation, impactful life experiences, belief systems, emotions, and goals. These are factored into all actions recommended for you by MAP.
MAP Founders:
Susan Zimmerman is a Licensed Marriage and Family Therapist (LMFT) and Chartered Financial Consultant (ChFC). She is the author of books and supporting materials on financial psychology and moving through difficult losses. Thousands have used her money personality assessments to better manage decisions about spending, investment styles, and couples' communication.
TO ORDER BOOKS: Click on the "Books" button at the left including
The Power in Your Money Personality and Rays of Hope in Times of Loss. Visit
www.mindfulspeaking.com for more information about Susan's seminar and book topics. Check
www.raysofhope.us for information about moving through grief.
Steve Zimmerman is a Certified Financial Planner (CFP) with extensive experience in comprehensive finance, tax, retirement, risk, and portfolio analysis. Both Susan and Steve have attained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. A ChFC and CFP adheres to a strict code of ethics and has prepared extensively to provide clients with comprehensive, relevant financial advice.
We're proud to be a "FIVE STAR Best in Client Satisfaction Wealth Manager", awarded in 2008, 2009, and 2010 by an independent research firm, published in Minneapolis St. Paul magazine.
You'll find many helpful tools in this web site, including the financial calculators (tab at top). We invite you to use these as often as you like, anonymously and at no charge. They can show you various scenarios for paying off debt, or what your savings would grow to at differing rates of return. For more detailed information about our services, please click on those buttons at the left. Or
email us with your questions.