Chicago wealth manager says transform your relationship with money and find financial happiness – Put Your Money Where Your Heart Is.
Money should support the things one truly loves in life, says Sue Stevens, a Chicago resident and leading wealth manager in the U.S. – frequently named as one of the top advisers in the country by Worth, Bloomberg, Reuters and others. She’s the author of Put Your Money Where Your Heart Is and says money isn’t just about making it and spending it – but being engaged with it and making it do the things that make you feel good.
In this age of economic uncertainty, Stevens touts the benefits of money, meaning and joy. “Instead of endless worry, you can create a life that you look forward to living because it reflects who you are and what is important to you and you can discover financial happiness.”
Put Your Money Where Your Heart Is is a simple and practical guide and a must-read for anyone who wants to re-examine their relationship with money. Stevens’ transformational process includes Portfolio Peace of Mind, It’s Not Just Retirement, It’s the Rest of Your Life, and The Financial Bridge, that help readers discover a path that leads to inspiration and hope about relationships with money. She then leads the reader through the Radiant Wealth concept which helps readers put their money where their heart is and think beyond the traditional measures of wealth.
Put Your Money Where Your Heart Is helps readers:
. Reflect on what matters most
. Get inspired
. Make changes to better align use of money with values
. Examine Net Worth for balance
. Find financial happiness and reach a state of Radiant Wealth
Sue Stevens is Founder and President of Stevens Wealth Management LLC, Financial Happiness LLC and Stevens Visionary Strategies and has held leadership roles in top financial organizations for 20 years.
In 2008, Stevens was named one of 50 Distinguished Women in Wealth Management by Wealth Manager magazine. Long associated with Morningstar, Inc, Stevens was Director of Financial Planning and authored award-winning columns as well as founded Morningstar’s personal finance newsletter Practical Finance. Stevens holds an MBA from University of Chicago, a Masters of Science in Wealth Management from The College for Financial Planning, the Certified Public Accountant/Personal Financial Specialist
(CPA/PFS) designation, and is both a Chartered Financial Analyst (CFA) and a Certified Financial Planner certificate.
For more information, visit www.financial-happiness.com.
Money should support the things one truly loves in life, says Sue Stevens, a leading wealth manager in the U.S. and frequently named one of the top advisers in the country by Worth, Bloomberg, Reuters and others.
Stevens is also the author of Put Your Money Where Your Heart Is and says money isn’t just about making it and spending it – but being engaged with it and making it do the things that make you feel good.
Joining us today from Chicago to talk about finding our own financial happiness is author and financial adviser Sue Stevens.