Mindful Advising

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Recent Posts

  • The Heart of Your Money Life: Keep it Ticking for good!
  • Toss the Tweets, try TWEDY!
  • Be Wise Ask FOOL Questions
  • Media Excerpts - Susan's quotes in the Media
  • Expectations and Emotions
  • Money Motives: Alien to Clients, but Known to You!
  • School Supplies List for Financial Advisors
  • It's Way More than Money
  • What CEO Really Stands For
  • Put the Merry in Monday

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Seminars for Clients

The Power in Your Money Personality - What Makes You Tick Financially?

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Are you a worrier or an avoider? If your money could talk, would it complain about you or compliment you? It takes a "fiscal therapist" to help you discover what makes you tick financially. Meet the 8 money rascal personalities and learn to claim and tame them to work for you instead of against you. Get simple and lasting tips and tools to help you enjoy renewed confidence about your money life.

You will learn how to:

  • Identify your dominant money personalities
  • Hear hidden voices that have guided your choices
  • Interpret memories or emotions that drive your habits
  • Get rid of debt without feeling deprived of spending
  • Restructure the rules you genuinely want to live by
  • Put your money where your values are

This is the easiest and most entertaining way to raise your mindful money habits and eliminate the detours in your money life. When you embrace what makes you tick financially, the reward is lasting financial prosperity and the comfort of mental wealth.

Raising Fiscally Fit Kids - The ABCs for Life

Allowance - Balance - Contribution. These are the lessons we can teach toddlers through teens. What is the most common remark Americans make when completing their financial plan? "I wish I'd done this sooner!" Most adults report the absence of adequate money lessons in their homes growing up. Yet statistics show that children have a much greater likelihood of staying out of debt and having adequate savings for retirement and other long-term needs when they are raised with healthy family discussions about money, specifically saving and spending habits. Susan Zimmerman offers a wealth of creative, exciting, and practical ways to encourage parents to help their kids become "fiscally fit" adults.

Financial Planning Principles and Purposes

Zim_shrink_06e_2 Don't you hate shrinking dollars? That is what happens if inflation is ignored in future planning. Debt, taxes, careless investing, or impulsive spending can also shrink dollars. You work too hard earning money to let it shrink needlessly. Make it work and grow for you. We live in a culture that teaches and reinforces instant gratification and materialism. Unfortunately, this often encourages problem spending and a neglect of financial preparedness. This presentation addresses the basic concepts of a sound personal financial plan, covering such topics as inflation, taxes, asset allocation, debt management and the time value of money.

Reconstructing Your Life's Roadmap

Have you ever noticed that certain memories in your life experience seem to stand out more vividly than others? That is because they created many of your life's roadmaps, full of directions as you steered your way through. The trick to navigating while using these directions is to make sure they still apply to your terrain. This seminar teaches you how to reassess the route in which your memories and messages have taken you. You will learn Susan's 3-Step GEM process that will not only help you reconstruct your rules to navigate by, but lead you to a treasure trove of your sparkling wisdom and talent.

Celebrate HOPE - Make the Most of Life's Challenging Changes

What's new in your life or work? Your answer may be considered a positive change or a painful one. Multiple layers of stress can be caused by changes such as:

  • Retirement
  • Job loss or promotion
  • Health challenges
  • Family growing
  • Empty nest
  • Death of a loved one

How do you make the most of life's challenging changes? How do you roll with the punches rather than get run down by them? It lies in gaining a new perspective about HOPE. You will learn:

  1. The top keys for finding HOPE when you need it most
  2. The "4H" formula for making the most of each day
  3. How to be your own "fear extinguisher" and find new courage
  4. Techniques to uncover your hidden GEM's and make them sparkle
Building Budgets Builds Wealth Somewhere along the line, living in abundant America left personal budgeting abandoned, perceived as a restrictive and painful exercise. But a budget is a building exercise, which means "to produce or create gradually" and "uniting materials." You won't find a Fortune 500 company without a budget, because their growth and goals depend on it. This seminar provides you a "Budget Buddy" form with guidelines that help you build in your wealth-building, by including the time value of money and automatic savings strategies that make sure you pay yourself along with all the others.

"Susan is warm and engaging, funny and accessible. Her message of hope is rich with wisdom. She opens the heart in ways that few others can. I strongly encourage anyone who is seeking a booster-shot of courage to take full advantage of Susan's compassion and down-to-earth practical advice for moving forward."  Marci Heerman, Cargill