Steven Zimmerman

CFP®, ChFC®

Mindful Asset Planning

Financial Advisor

Steven Zimmerman

CFP®, ChFC®

Mindful Asset Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Steven Zimmerman, CFP®, ChFC®

(952) 432-4666

Fee-Only financial planner located in Apple Valley, MN, serving clients locally and across the country

Steven Zimmerman is a Apple Valley, MN fee-only financial planner. Mindful Asset Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Steven Zimmerman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 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. 

Contact us for a free pathfinder discovery meeting to determine what path is best for your next step, given your current life stage and circumstances. 
 
Mindful Asset Planning (MAP) is an independent Registered Investment Advisory firm founded by Susan and Steven Zimmerman, CFP, ChFC (originally Zimmerman Financial Group).
 
Prosperity Clarity: Our mission is to help you MAP a more prosperous and satisfying life.
When you make the absolute most of your human and financial assets, benefits are:
  • 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.
To develop your Mindful Asset Plan, MAP gathers your historic style, preferences, motives and goals to clarify what works best for you. This includes:
  • Personality motivators
  • Financial resources
  • Emotional awareness
  • Personal values
  • Family relationships
  • Professional goals
Your Mindful Asset Plan contains both financial and human assets. Human assets include your family members and dynamics, career development, transitional life experiences, belief and values systems, emotions, and goals. These are all factored into recommendations for you by MAP.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Steven Zimmerman

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Office Locations:

  • 14530 Pennock Avenue
    Apple Valley, MN 55124

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