Mindful Asset Planning
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.
About UsMindful 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 a chieve 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. Meet our dedicated team members who work on many aspects of your financial plan. . Our Team
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.