Mindful Asset Planning
Susan Zimmerman, ChFC and Licensed Marriage/Family Therapist (LMFT), is co-founder of Mindful Asset Planning. She pursued psychology credentials in 1995, her 7th year as a financial planner. Since then, she has created communication programs for consumers and financial planners. Her new book, Mindful Money Matters: 8 Ways to Honor Yourself and Your Financial Plan, gives clients guidance to explore and modify their psychological money habits. Her 2014 book on the same topic, but designed for financial practitioners, Mindful Money for Wealth and Well-Being: Help Clients Strike a Balance in Financial, was listed #1 “Must-Reads for Advisers” by Investment News magazine.