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Mindful Asset Planning

  • Financial Services & Financial Advisors
14530 Pennock Avenue
Apple Valley, MN 55124
(952) 432-4666
(952) 432-6705 (fax)
Hours:
8AM to 5 PM

About Us

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:
* Your life path is better focused and more fulfilling
* read more
  • About

    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:
    * Your life path is better focused and more fulfilling
    * Goals are clear, prioritized, calculated, and funded
    * Your important decisions align with your values
    * Your personal confidence grows

    To achieve a Mindful Asset Plan, we gather your historic style, preferences, 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 Picture 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 by Mindful Asset Planning.

    We're proud to be a all-time ''FIVE STAR Best in Client Satisfaction Wealth Manager in the Twin Cities'', awarded in 2008, 2009, 2010, and 2011, 2012, 2013, 2014 by an independent research firm, published in Minneapolis St. Paul magazine.

  • Highlights

    • Comprehensive Financial Planning & Counseling
    • Registered Investment Advisor
    • Wholistic Financial Solutions
    • Fee-only
    • Seminars and Therapeutic Growth Programs
  • Media

  • Whom to Contact

    • Mark Brice
      Lead Planner / Partner
    • Dan Heiar
      Lead Planner / Partner
    • Steven Zimmerman
      Managing Partner
      Phone: (952) 432-4666
    • Susan Zimmerman
      Partner/Programs Director
      Phone: (952) 432-4666
  • Directions

    1/2 block south of 145th and Pennock which is 2 blocks west of Cedar Ave in Apple Valley, MN