Mindful Asset Planning (MAP) is a financial planning firm that provides personalized financial planning and investment supervision. MAP does not sell financial products, only accepting fees directly from clients. MAP works with individuals, families, trusts, estates, charitable organizations, and small business retirement plans. MAP uses a money personality assessment tool to gain insight into clients’ style and attitudes about money.
Fee Structure
Investment supervision is typically part of a larger financial planning service, but can be offered separately to family members of existing clients, related charities, or business-related plans. In these cases, fees are based on a sliding scale related to the amount of assets being supervised, or a flat rate as agreed. MAP may recommend specialized investment managers, which could result in different fees.
