Review
"Are you one of those people who used to say in job interviews 'Money is not my main priority,' or who wants to focus on adding value rather than accumulating wealth? Want good news? Being altruistic and building a sound financial portfolio are not mutually exclusive. In this ground-breaking book, Sue Stevens shows how to make a difference for you and your loved ones while making
good money. Read it and reap." --
Sam Horn, The Intrigue Expert and speaker, consultant and author of POP!"At a time when the financial world has been chaotic and scary, here is a sensible and honest book helping us to do what is both wise and novel: to express our love for life through our money. The intent is to align our money with our values and thus to lead a congruent life. A balanced financial plan will empower us to pursue whatever it is that we love and brings us joy. Sue Stevens guides us to `Portfolio Peace of Mind' and she takes the process beyond our lives, as we provide for our families and our animal companions. For those of us seeking to live the New American Dream, which is living within our means, this straightforward book is a well lit guide to help us focus on what we love in a disciplined and joyful way." --
~Heath Missner, Spiritual Director"In
Put Your Money Where Your Heart Is, Sue Stevens provides solid financial and investing information in a way that many folks who find other investing books "intimidating" will relate to. A highly-qualified financial advisor and experienced writer, Sue writes to the whole person at a very human and emotional level. She shows how finances are simply one part of the total human experience as she walks readers through the steps needed to find balance between their money and their life on the way to Portfolio Peace of Mind." --
Mel Lindauer, Forbes.com columnist and co-author of The Bogleheads' Guide to Investing and The Bogleheads' Guide to Retirement PlanningPut Your Money Where Your Heart Is is a winner! Sue Stevens has written a remarkable book. She's taken on a huge challenge - to inform, educate and guide the reader in taming their money dragons ... and to do so with courage, clarity, and even with joy.
Put Your Money Where Your Heart Is delivers on the promise in its title. Sue places the readers' hearts and dreams at the center of their lives, and shows us - in plain English and compassionate writing, with occasional tough love and plenty of "how-to-get-there" roadmaps, and in about 150 pages - how to make the world of money and finance feed out hearts and support our dreams. According to Dante, the visitor to the Underworld is greeted with a sign saying "Abandon hope, all ye who enter here." Sue has overturned this sign. As you enter the world of money through the portal of
Put Your Money Where Your Heart Is, the sign reads "Take heart, and walk with me."
It takes real nerve to begin a "money book" by listing Ten Paths to Financial Happiness, and placing "Start the day with gratitude" as number one. And it takes real wisdom to provide a roadmap for finding your trusted financial advisor - the best roadmap of its type that I've seen thus far. Reading this book is like spending a full, rich day in the safe, knowledgeable and wise company of your trusted financial guide. Read Put Your Money Where Your Heart Is and enjoy Radiant Wealth! -- Ed Jacobson, Ph.D. Author of Appreciative Moments
Most financial books these days focus on how to rebuild your wealth without actually considering what you need. Sue Stevens's book, Put Your Money Where Your Heart Is, takes a more unique, holistic approach. The book teaches you how to organize your financial matters in a way that builds your inner peace and helps others. This book is a must read for anyone who wants to achieve their financial goals without compromising their values or happiness. --Mellody Hobson, President, Ariel Investments, LLC
About the Author
Sue Stevens brings a heart-centered approach to money management. For twenty years she has served individual investors as one of the top recognized financial advisors in the country. As founder of Stevens Wealth Management LLC and Financial Happiness LLC, she brings innovative, creative solutions to her clients. She is an award-winning author, team leader and professional cellist and has held executive positions with Morningstar, The Vanguard Group and Arthur Andersen. Sue is a University of Chicago MBA, a Chartered Financial Analyst (CFA), a CFP(R) professional, a Certified Public Accountant/Personal Financial Specialist (CPA/PFS) and holds a Master of Science from the College of Financial Planning. She has been named one of the 50 Distinguished Women in Wealth Management and is frequently recognized as a leading wealth manager by Worth, Bloomberg, Forbes, Reuters and others.
