Sue Stevens, CPA/PFS, has forged her own unique path to create her successful financial planning firm. She shares her journey and the wisdom she learned along the way in the third episode in this new podcast series hosted by Lyle Benson, CPA/PFS. Sue shares:
What led her from being a cellist recording albums to becoming a CPA financial planner
How she made the decision to merge her firm with Buckingham Advisors
How her love of music and writing has shaped her work for clients
Her blueprint for a successful life and career (hint, begin with your vision!)
Her predictions for the future of financial planning
What the AICPA PFP community has meant to her work and her life
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
Visit the landing page for this series and access the first two episodes with Lyle Benson and Michael Goodman.
Find Sue’s books in her Dreams of Wealth series here!
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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