#2 - The Psychology Of Financial Planning

Published: Sept. 7, 2017, 4:27 p.m.

One Degree of Separation - Lisa's sister Susan.  

 

Susan Zimmerman, ChFC, CLU, LMFT, CCTP

Co-Founder and Program Director
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 and prioritize goals for life planning. Susan has extensive credentials and experience 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.

 

 

Contact Susan Zimmerman

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