Put your money where your heart is. Investment guidance and financial tools to help you build a life you love.
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Most folks are about as happy as they make up their minds to be.

~ Abraham Lincoln

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Welcome to Financial Happiness

Put your money where your heart is.

Financial Happiness™ is all about finding joy in your life and creating a financial foundation that supports a life you love.

It's not just how many zeros are in your net worth, it's about how you use that money to create an inspirational life for yourself and others.

Our monthly True Wealth Blast

Net Worth Statement

Spending Worksheet

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Our premium-level monthly e-newsletter Radiant Wealth
All past issues of Radiant Wealth ~ almost 2 years of financial wisdom!

   
Good News Broadcast: Sue Stevens Interview
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. . . . keep reading

Six Steps to Put Your Money Where Your Heart Is
Accumulating money for the sake of stock piling it will never really be satisfying. At some point, there comes a time when you question why you are working so hard and why you never seem to be happy. . . . keep reading

The Top Ten Pitfalls for Portfolio Peace of Mind
Most investors are interested in finding an appropriate mix of stocks and bonds that reflects their risk tolerance. In other words, they want to be able to sleep at night. Portfolio peace of mind is a . . . keep reading



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The Financial Happiness Process™ is the result of working with thousands of clients over the past twenty years. Although the reasons you seek out a financial professional may be varied, the types of analyses that help you find the right solutions are consistent. The Financial Happiness Process has three primary parts: The Focused Financial Vision, Portfolio Peace of Mind and It's Not Just Retirement, It's the Rest of Your Life. Read More »

 


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