New Year Tips with Susan Zimmerman | Susan Zimmerman - Co-Founder and Program Director of Mindful Asset Planning 00:10:00
Co-founder, author, and Program Director at MAP, Susan has developed innovative tools that integrate your unique history and money personality into your overall planning. Her MAPA system (Motivated Asset Pattern Assessment) helps you gain self-awareness of styles and preferences and prioritize meaningful goals for financial life planning. Susan has extensive credentials in both financial planning and psychology. Her ChFC & LMFT (Licensed Marriage & Family Therapist) bring a beneficial blend for improving your planning experience while making meaningful progress. Susan’s Bachelor’s Degree in Social Science is from the University of Minnesota and her master’s degree is from the Adler Graduate School of Psychology.