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Connecting Money with Meaning.

Sue Stevens
Sue Stevens is a trusted financial adviser and author of numerous books and articles about connecting money and meaning. About Sue Stevens »

Latest Articles

Transforming Your Relationship with Money

Transforming Your Relationship with Money

April 11, 2021

By taking what you have right now, envisioning your goals, working steadily on your plan, you can watch your dreams take shape. Your journey can be extremely rewarding and can happen at any level of wealth.

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Financial Literacy Self-Assessment

Financial Literacy Self-Assessment

April 10, 2021

Run through this checklist and pat yourself on the back when you’ve taken steps in the right direction. Prioritize what you want to tackle next and be more aware of what you don’t know—yet.

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Top Ten Financial Planning Literacy Pitfalls

Top Ten Financial Planning Literacy Pitfalls

April 9, 2021

Knowledge is power. We all know teaching someone to read will change their life. That’s true in the financial world too. People are reluctant to admit what they don’t know. But as financial advisors, we have a passion for helping others follow their dreams.

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