Mindful Asset Planning
Mindful Asset Planning (MAP), founded in 1988 by Steve and Susan Zimmerman, is a financial planning firm dedicated to providing compassionate, unbiased advice to clients in their journey towards achieving their life goals. Now led by a second generation of partners, the firm integrates financial and human asset strategies, ensuring a thorough understanding of each client's unique financial circumstances.
With a focus on mindful decision-making, MAP emphasizes the importance of understanding thoughts and emotions surrounding money, which can significantly impact financial behaviors. Their collaborative approach guides clients through the pathfinder process, offering customized analysis and support to help them confidently navigate their financial planning.
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