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Mindful Asset Planning

Categories

Financial Services & Financial Advisors

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
* 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

Images

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Rep/Contact Info

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