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™.

	Part I: The Focused Financial Vision™ Improve your attitudes towards money, know where you stand financially, and create a plan to take action immediately. The first part of our process takes you through specific steps that can help educate you about financial topics and walk you through your own numbers so that you can finally start to gain the expertise and confidence you need to start to shape your financial future. Read More »
	Part II: Portfolio Peace of Mind™ Choose investments that support the life you really want. Portfolio Peace of Mind™ walks you through a very thorough analysis of your portfolio and provides a framework that will lead to your investment success. What often starts with fear and apprehension will develop into peace of mind about how you choose to use your money. Read More »
	Part III: It's Not Just Retirement, It's the Rest of Your Life™ Envision your future, then begin to build a financial structure to support those ideas. We've coined the phrase "It's not just retirement, it's the rest of your life." The rest of your life can be anything you want it to be. You can change what you do and how you live at any point in your life. We'll talk about what's realistic to expect in the future and help you think through your decisions. Read More »

Perpetuating the Vision

All of the concepts in The Financial Inspiration Process are captured in the book Put Your Money Where Your Heart Is: Finding Financial Happiness by Sue Stevens.

Financial-Happiness.com continues that journey to create a life that inspires you every day. You will find free articles, our Beyond Riches blog, templates, podcasts, and other tools that can broaden your experience. You can also sign up for our free membership plan and receive our monthly True Wealth blast.

We also have a premium membership that will bring you our latest thinking through our monthly newsletter Radiant Wealth™. 

We invite you to join this new community of individuals looking to put their financial resources to work to create a meaningful life not only for themselves, but for others.