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Put Your Money Where Your Heart Is: Aligning money and meaning (Dreams of Wealth)
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About Put Your Money Where Your Heart Is: Aligning Money
Product Description Wealth can mean lots of things. Money, sure. Security, yes. But it also means living a life that is rich in meaning and purpose. If you want to transform your relationship with money, it starts with intention. Anybody can do it if you have the courage and follow-through to overcome the challenges you’ll undoubtedly meet. I want to share not only the technical aspects of building wealth, but also the very human experiences we share along the way. I believe your financial life should reflect your philosophy for all of life. Stories matter to me. When you listen to people’s stories about what they value in life, it’s about deeper meaning, hopes and dreams. A young man in his 20s putting his life in order so he can propose to his girlfriend and buy her that $15,000 engagement ring. A couple in their 30s trying to prioritize buying a house, starting a college fund for their kids and putting something away for the future. Parents and grandparents trying to sort through what type of college savings plan to use to create opportunities for their kids and grandkids. A successful retired couple in their 70s navigating how much is enough for themselves, their heirs and charities they love. A couple in their 50s planning for a new adventure as they build their dream home in Big Sky country. A couple in their 40s leaving the corporate world as they cash in their equity compensation to find more meaningful work while spending more time with their kids. These are all dreams of wealth. As an advisor, I have had a uniquely intimate view into the lives of many very successful people. And what I’ve observed is that having more money does not necessarily correlate with having more joy. But when you get financial planning right, it’s the perfect combination of heart, mind and soul. Put Your Money Where Your Heart Is focuses on what’s truly important, gives you the tools to get organized, shows you how to analyze your financial situation and take the next steps in your own financial journey. By envisioning what you want your money to do, you can find deep satisfaction in how you lead your life. When you know you have everything you truly need and you can extend that sense of fulfillment to enrich the lives of others, you will find a sense of joy. You can choose to do that personally or charitably or perhaps both. Put Your Money Where Your Heart Is speaks to the philosophy of aligning money and meaning. It introduces several important concepts: organizing your records, envisioning your dreams through a Mind Map, creating a disciplined approach to investment management, understanding retirement vehicles, and how to build an estate plan that leaves your legacy. Put Your Money Where Your Heart Is goes beyond just number crunching and recognizes the important role you as a person play. I’ve always said financial planning is half number crunching and half psychology. If you don’t have your heart in it, you may amass a lot of money but it might not have the same meaning as it would if it brings you and your loved ones joy. Wealth is about more than just money. Ultimately this book is about you and your own financial journey. Aligning how you manage your money with how you choose to live your life can bring congruence, peace of mind and a sense of well-being. You don’t need a million dollars to do that. When you build a financial life that reflects your heart, you honor your soul. You follow your dreams. Review Sue Stevens has always held legendary status for me. The four books that constitute the Dreams of Wealth series are a tour de force in articulating the relationship between money and meaning. --Brian Portnoy, Ph.D., CFA, Founder, Shaping Wealth, Author, The Geometry of Wealth: How to Shape a Life of Money and Meaning Sue Stevens is one of the industry's planning "legends." Known for her combination of technical acumen with an incredible style for and passion around client care, she has helped countless
