Your thoughts and emotions about money are powerful drivers of your behavior, so be conscious of their power over decision making. Depending on your unique financial circumstances and life stage, you'll receive many benefits from a variety of topics as we help you navigate your financial plan with our mindful planning process.
Mindful Asset Planning works as a team to bring you a comprehensive approach. Steve & Susan Zimmerman founded MAP in 1988 to provide compassionate financial planning that helps you clarify and quantify your life goals and achieve them by receiving reliable, unbiased advice. Our firm helps you MAP a more prosperous path, integrating your financial and human asset strategies for today and the future.
Mindful Asset Planning works as a team to bring you a comprehensive approach. Steve & Susan Zimmerman founded MAP in 1988 to provide compassionate financial planning that helps you clarify and quantify your life goals and achieve them by receiving reliable, unbiased advice. Our firm helps you MAP a more prosperous path, integrating your financial and human asset strategies for today and the future.
Services
Steve has extensive knowledge of business, company benefit plans, state, tax, investment, and retirement income planning. Steve earned his bachelor's degree in Mathematics from St. John's University, Minnesota. Steve's credentials in financial services include Certified Financial Planner (CFP(R)), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).
Are you looking for unbiased, fee-only advice from a fiduciary? Fiduciaries act in clients' best interest and fee-only means the fee-for-service is paid by the client. MAP is paid directly by clients and accepts no commissions or payments from outside sources. This keeps our focus on the best possible outcome for your future financial success and well-being.
When you inquire, we'll briefly discuss your situation and provide assistance and answers to your questions about the Mindful Planning experience. After this initial conversation, we'll schedule an in-person or online "pathfinder" meeting to further explore your financial situation, goals, and preferences.
We organize your financial information and provide customized analyses to evaluate a wide array of money decisions so you can be confident with your choices. Your prosperity raises to new and lasting heights when you get your financial "ducks in a row." We summarize your current resources and determine strategies to help you reach your future financial destinations with greater ease.
Do any of your money rascals need a little taming? Find out how claim and tame them for good by taking MAP's Motivated Asset Pattern Assessment. How do you physically handle your money? The physical component includes your organizational record keeping preferences as well as cash vs credit cards vs electronic aspects.
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