Mindful Asset Planning
Fee-Only financial planner located in Apple Valley, MN, serving clients locally and across the country
"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 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 behavorial 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.
Steven Zimmerman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Mindful Asset Planning is here to help you MAP your most prosperous and satisfying life at all stages. Our planning process maintains a consistent focus of being mindful, which means attentive and aware. When you achieve mindful awareness of your financial and human assets, your decisions are enriched and your outcomes improve substantially.
We've been helping clients MAP their life planning strategies since 1988.
- Your life path has sharper direction, making it more fulfilling and enjoyable.
- Goals generated are clear, prioritized, calculated, and funded to fit your resources.
- Your important decisions align with your values, reducing conflict and lowering stress.
- Your confidence consistently grows and sustains enriched problem-solving skills.
- Relationships become more harmonious and communication interactions improve.
- Personality motivators
- Financial resources
- Emotional awareness
- Personal values
- Family relationships
- Professional goals
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Steven Zimmerman is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Steven Zimmerman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Steven Zimmerman is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Steven Zimmerman
14530 Pennock Avenue
Apple Valley, MN 55124