Mindful Asset Planning
Mindful Asset Planning (MAP) is a comprehensive financial planning Firm and Registered Investment Adviser founded by Steve & Susan Zimmerman in 1988. MAP is committed to helping clients achieve peace on the money front by establishing values-oriented goals and a financial plan that addresses those goals. We enjoy working with clients who seek a thorough, comprehensive approach to their long-term financial well-being.
Our mission is to help improve your financial life while enhancing awareness of your personal values and psychological style in money matters. We work together with you as a team using a proven process of integrating money personality, risk assessment, and financial analysis. Your unique family, career, and life history and goals are incorporated into all recommended solutions.
MAP's planners and client service team work closely with you to implement and facilitate your plan. As a fiduciary, MAP places your interests above all else when working to establish goals and implement your plan. MAP follows the latest industry thinking to chart an effective course for your financial security. MAP works routinely with other professionals to integrate additional services to maintain your optimal financial plan.
Steve is a CERTIFIED FINANCIAL PLANNER™ (CFP) with extensive experience in comprehensive finance, tax, retirement, risk, and portfolio analysis in personal and business planning. Susan Zimmerman is a Licensed Marriage and Family Therapist (LFMT) and Chartered Financial Consultant (ChFC) and expert in financial psychology and author on moving through difficult transitions. Her money personality assessments guide decisions about spending, investment styles, and couples' communication.