Welcome

Welcome to Mindful Asset Planning (formerly Zimmerman Financial Group) in Apple Valley, MN! Mindful means attentive and aware, which is what we help people achieve in their financial plan decisions. Mindful Asset Planning (MAP) is an independent Registered Investment Advisory firm  founded by Susan and Steven Zimmerman.

We've been helping clients MAP their financial planning since 1988 and are proud to be celebrating our 20th anniversary in 2008. We were especially excited to be awarded as a FIVE STAR Best in Client Satisfaction Wealth Manager this year by an independent research firm and published in Minneapolis St. Paul magazine. Contact us for a free pathfinder meeting, as you will discover in this meeting what path is best for you to start on as a next step. 

Our mission is to help you make the absolute most of your total assets - that's a maximum asset plan. It will heighten awareness of your personal values and style preferences in money and in life. We work together with you as equal members of a team, using our MAP process for information gathering, money personality, financial, and values assessment discussions. Your unique total asset picture includes both financial and human assets. Family and career situation, life history, beliefs, emotions, and goals are incorporated into all recommended actions suggested by MAP.

Steve, a Certified Financial Planner, has extensive experience in company retirement plans, comprehensive financial, tax and portfolio analysis, his primary focus at MAP. Both Susan and Steve have attained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. A ChFC and CFP adheres to a strict code of ethics and has prepared extensively to provide clients with comprehensive, sound financial advice.

Susan is a Licensed Marriage and Family Therapist (LMFT) and Chartered Financial Consultant (ChFC). She has authored books and curriculum on financial psychology, money personalities, and grief. Susan has trained thousands on using her money personality assessment tool that scores individuals in eight different spending and investment styles. Books can be ordered by clicking on the "Books" button at the left or visit www.mindfulspeaking.com for more information about Susan's seminar and book topics, including The Power in Your Money Personality. You may also benefit from www.raysofhope.us for information about navigating through grief in times of loss or transition. 

You'll find many helpful tools in our web site, including the financial calculators, which we invite you to use as often as you like, anonymously and at no charge. For more detailed information about our people and services, please click on those headings. Or email us for additional information.