Put your money where your heart is. Investment guidance and financial tools to help you build a life you love.
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The Financial Bridge™
Providing for Loved Ones After You're Gone



Animal Trust™
Ensure Your Pets' Care After You're Gone

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Most folks are about as happy as they make up their minds to be.

~ Abraham Lincoln

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"Many people find personal finance dry and lifeless. It doesn't have to be that way. It's really about your life and how to make it more rewarding and enjoyable. By paying attention to a few key areas, you can transform your everyday relationship with money from frustrating to inspiring. 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."

Put Your Money Where Your Heart Is™

Sue Stevens, a leading wealth manager, shares her vision of how money should support the things you truly love in life. Her message? When you know you have everything you truly need and can extend that sense of fulfillment to enrich the lives of others, you will find financial happiness.

Only $15.99

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About Put Your Money Where Your Heart Is™

Sue Stevens shares her vision of how to align your heart-felt beliefs with how you allocate your assets.

The process starts by taking a look deep inside yourself to find what's most important to you. Only when you re-discover that "gold" can you take the necessary steps to be congruent with your values and how you choose to allocate your money. You'll also find:

Portfolio Peace of Mind™
When you stop and think about it, what most people really want from their portfolios is peace of mind. Money is not only a financial currency, it's an emotional currency. We need to be able to invest in such a way that we can sleep at night.

It's Not Just Retirement, It's the Rest of Your Life™
No matter where you are in life, you have the power to re-create your destiny. Be bold. Dare to dream. Learn the essential ingredients for a successful future.

The Financial Bridge
Estate planning is really about love. It's less about what you've accumulated and more about how to provide for your family and pets once you're gone. Preparation and organization can give you confidence about the future.

By following the examples in this book, you will discover a path that leads you to inspiration and hope about the way you look at money. This illumination is what we call Radiant Wealth™ -- a process that starts inside you and radiates out to help millions of others.

About Sue Stevens

Sue Stevens brings an unusual mix of artistic and intellectual talents together. She has been named one of the Top 50 Distinguished Women in Wealth Management by Bloomberg. And she is an award-winning professional cellist who has performed with some of the greatest artists of our time. She is President and Founder of Stevens Wealth Management LLC and Financial Happiness LLC where she works with individuals to promote financial independence. She is repeatedly named as a top national wealth manager by Worth, Forbes and other magazines. She was Director of Financial Planning at Morningstar for nine years where she wrote an award-winning column, was frequently quoted in many major publications and spoke at conferences across the country. She headed the Research and Development Team for Participant Education at The Vanguard Group. And she still plays cello professionally in the Chicago area.

 



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What good is having money if you're not happy? True wealth is more than just a secure bank account and an impressive net worth.

It's about using that wealth to create a better future for not only yourself, but others. That's Radiant Wealth--our monthly e-newsletter.

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Put Your Money Where Your Heart Is™

Simple, practical guidance that can help transform any financial situation.