Mindful Asset Planning

Who are we? Mindful Asset Planning (MAP) is a comprehensive financial planning and fee-only fiduciary firm that always acts in our clients’ best interest. MAP provides customized personal financial planning advice to individuals, families, and businesses. Established in 1988, MAP has acquired the depth of knowledge and experience necessary to inspire clients of all ages and economic stages of their lives who seek a significant benefit from expert guidance. MAP’s unique comprehensive planning process integrates a therapeutic approach to provide both financial and human asset strategies for the best experience for clients. MAP combines an encouraging process with technical guidance on many issues including: saving and spending, accumulation, debt strategies, education planning, tax strategies, retirement planning, risk management, investment strategies, estate planning, and lifetime gifting. How are we different than other financial planning firms? MAP differs from most advisors because as a fiduciary, we are paid directly by our clients and do not accept commissions or payments from outside sources. Our focus is always on the best possible result for our clients’ financial success and well-being by providing guidance and counseling while avoiding conflicts of interest.