Welcome to Mindful Asset Planning in Apple Valley, Minnesota. Mindful means attentive and aware, which is what we help you create in your life planning decisions.
Mindful Asset Planning (MAP) is an independent Registered Investment Advisory firm founded by Susan and Steven Zimmerman, CFP, ChFC.
We've been helping clients MAP their financial planning strategies since 1988 (originally Zimmerman Financial Group). We're a FIVE STAR Best in Client Satisfaction Wealth Manager, awarded in 2008 by an independent research firm, published in Minneapolis St. Paul magazine.
Contact us to discuss a pathfinder meeting, as you'll discover in this meeting what path is best for you to start on as your next step. For information about Susan's coaching programs, click here: http://www.mindfulactionplanning.com/coaching-programs.html. For information about financial planning, continue exploring this site.
Prosperity Clarity: Our mission is to help you MAP a more prosperous and satisfying future. When you make the absolute most of your human and financial assets, your goals are calculated and funded. That's how you achieve what we call a maximum asset plan. This heightens awareness of your personal values and style preferences in money and in life.
Our MAP process gathers information for your money personality, financial, and values assessment discussions. Your unique total asset picture includes both financial and human assets. Your family and career situation, life history, beliefs, emotions, and goals are incorporated into all recommended actions suggested by MAP.
Steve, a Certified Financial Planner (CFP), has extensive experience in company benefit plans, comprehensive financial, tax 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, sound financial advice.
Susan is a Licensed Marriage and Family Therapist (LMFT) and Chartered Financial Consultant (ChFC). She has authored books and curriculum on financial psychology, money personalities, and grief. Susan has trained thousands on using her money personality assessment tool that scores individuals in eight different spending and investment styles. Books can be ordered by clicking on the "Books" button at the left or visit www.mindfulspeaking.com for more information about Susan's seminar and book topics, including The Power in Your Money Personality. You may also benefit from www.raysofhope.us for information about navigating through grief in times of loss or transition.
You'll find many helpful tools in our 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. For more detailed information about our people and services, please click on those headings. Or email us for additional information.