Mindful Asset Planning
The importance of receiving
The pathfinder process leads us to a common understanding of how we can help.
Get your ducks in a row with custom analysis to make confident money decisions.
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 (MAP) was founded in 1988 by Steve and Susan Zimmerman. Now our 2nd generation of owner partners (Becky Sebastian, Nick Augustin, Mark Brice, and Dan Heiar) lead our talented team who continue to provide compassionate financial planning that helps you clarify, quantify, and achieve your life goals. Delivering reliable and unbiased advice, the MAP team collaborates with you to MAP a more prosperous path, integrating your financial and human asset strategies for today and the future. Click the “Our Team” button to meet all of our dedicated team members who work on many aspects of your financial planning.
Founded in 1988, our firm’s name embodies what we give to our clients – Mindful Asset Planning (MAP). We invite you to learn more about where we began and how we’ve grown through dedication to helping clients achieve their goals.