Mindful Asset Planning (MAP) is a comprehensive financial planning Firm and Registered Investment Advisor founded by Susan & Steven Zimmerman. The Firm has been helping clients MAP their financial life planning strategies since 1988.

"Mindful" means attentive and aware, which is what we help you create in your life and financial planning decisions. Your Mindful Asset Plan contains both financial and human assets. Human assets include your family and career situation, impactful life experiences, belief systems, emotions, and goals. These are factored into all actions recommended for you.

Steve Zimmerman is a Certified Financial Planner (CFP) with extensive experience in comprehensive finance, tax, retirement, risk, and portfolio analysis. He has also attained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations and is especially adept at interpretation and analysis of all of the related financial issues both analytical and behavioral that affect the ultimate outcome. He collaborates with Susan Zimmerman who is a Licensed Marriage and Family Therapist (LMFT) and Chartered Financial Consultant (ChFC) and the author of books and supporting materials on financial psychology and moving through difficult transitions. Thousands have attended her workshops and used her money personality assessments to better manage decisions about spending, investment styles, and couples' communication.