Welcome to
Mindful
Asset
Planning in Apple Valley, MN. "Mindful" means attentive and aware, which is what we help you create in your financial life planning decisions.
Mindful Asset Planning (MAP) is an independent Registered Investment Advisory firm founded by Susan and Steven Zimmerman, CFP, ChFC (originally Zimmerman Financial Group to 2007).
We've been helping clients
MAP their financial planning strategies since 1988. We are a "FIVE STAR Best in Client Satisfaction Wealth Manager", awarded in 2008 and 2009 by an independent research firm, published in Minneapolis St. Paul magazine.
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 historic 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 actions recommended by MAP.
Steve, a Certified Financial Planner (CFP), has 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.
Susan is a Licensed Marriage and Family Therapist (LMFT) and Chartered Financial Consultant (ChFC). As an expert on financial psychology, she is the author of books and supporting materials on money personalities and navigating grief and loss, and thousands have used her money personality assessments to better manage spending and investment styles. Books can be ordered by clicking on the "Books" button at the left including
The Power in Your Money Personality
and
Rays of Hope in Times of Loss, or visit www.mindfulspeaking.com for more information about Susan's seminar/book topics, Check 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.