Mindful Asset Planning
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Mindful Asset Planning (MAP), founded in 1988 by Steve and Susan Zimmerman, offers compassionate financial planning aimed at helping clients clarify, quantify, and achieve their life goals. Led by a dedicated second generation of partners, the firm provides unbiased fiduciary advice, integrating financial and human asset strategies for a more prosperous future.
The firm emphasizes a mindful approach to financial decision-making, recognizing the powerful influence of emotions and thoughts about money. Through customized analysis and a collaborative process, MAP assists clients in navigating their unique financial circumstances and life stages.
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