About Sue Stevens - Stevens Visionary Strategies

Sue Stevens is the founder of Stevens Visionary Strategies and creator of the award-winning Dreams of Wealth^™ series of books on personal financial planning. She is an author and retirement coach.

Named as one of ThinkAdvisor’s 2021 Luminary Thought Leaders and a University of Chicago Booth MBA, Sue brings an evidence-based approach to financial planning literacy. She integrates a down-to-earth holistic approach to a highly disciplined area of expertise.

Sue brings a wealth of experience from working at Buckingham Strategic Wealth, Morningstar, Vanguard, and Arthur Andersen for thirty years. She has founded two firms—Stevens Wealth Management and Stevens Visionary Strategies—as well as founding Morningstar’s personal financial newsletter Practical Finance.

She started as a professional cellist playing with many well-known performers in both the classical and pop worlds. But her desire to help others find a life of financial well-being led her to a disciplined path of study earning an MBA in finance and policy from University of Chicago Booth School, a MS in Wealth Management from The College for Financial Planning, Chartered Advisor in Philanthropy, Certified Public Accountant/Personal Financial Specialist, Chartered Financial Analyst^® charter holder and CERTIFIED FINANCIAL PLANNER^™ practitioner. She completed a year-long course on Soul & Psychology with Thomas Moore, author of Care of the Soul.

Sue has participated as a thought leader on many industry panels including AICPA, Bob Veres, Buckingham Strategic Wealth, and Morningstar. She has been featured in The Wall Street Journal, The New York Times, Forbes, Morningstar, Barrons, Reuters, the Chicago Tribune and Sun Times, the Washington Post, CNN, CNBC, NPR.

The Dreams of Wealth™ series.

The Dreams of Wealth™ series explores the role of personal finance in transforming lives and realizing dreams. The Dreams of Wealth™ series won 10 awards in 2022.

By envisioning what you want your money to do, you can find deep satisfaction in how you lead your life.

Just like a doctor runs a series of tests to understand what the body is telling you, these financial diagnostics tell an advisor (or you, the reader) more about what is going on in your financial situation.

Financial Planning Literacy focuses on life events, understanding terminology about sometimes complex concepts so that you can find the right answer for you.

The Financial Bridge focuses on end-of-life planning and what you need to know as you approach the latter years of your life.

There are many topics discussed in the Dreams of Wealth™ series of books that relate to investment, financial planning, tax, and other matters. However, such topics are discussed for educational and informational purposes only, and should not be construed as specifically-tailored advice that is based on any particular individual's situation. Each individual's financial situation and goals are different, and readers should consult with professional advisors of your choice before taking any action based on the topics discussed therein. All investment and financial planning decisions involve risk, so it is important that you fully understand such risks and are willing to bear them.

Disclosures
The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be construed as any form of tax advice, or to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. To the extent that this material concerns investments or securities, it is not intended or written to be construed as any form of investment, financial planning, or other professional advice. Any material that includes or references investment performance is not intended to imply or guarantee any future investment performance; past performance is not indicative of future returns, all investments are subject to risk, and you may lose the principal you invest. You should seek independent advice that is tailored for your specific personal circumstances from a qualified professional before taking any action based on the information contained herein. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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