About My Practice
Mindful Asset Planning (MAP) is an independent Registered Investment Advisory firm (RIA) founded by Steven and Susan Zimmerman. MAP is committed to working with clients to help them 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 well-rounded, 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 members of a team using a proven process of information and money personality and risk assessment, and financial analysis. Your unique family, career, and life history and goals are incorporated into all recommended solutions. MAP's client services and administrative team members work closely with you to implement and facilitate your plan. MAP places your interests above all else when working with you to establish goals and implement your plan. MAP follows the latest industry and regulatory thinking to chart a meaningful course for your financial security. MAP works regularly with other professionals to integrate needed additional services to achieve a sound financial plan.
Steve is a CERTIFIED FINANCIAL PLANNER™ (CFP) with extensive experience in comprehensive finance, tax, retirement, risk, and portfolio analysis for personal and business planning. Susan Zimmerman is a Licensed Marriage and Family Therapist (LFMT) and Chartered Financial Consultant (ChFC) and expert in financial psychology.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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