I get asked a lot about the title of my recent book. People want to know what, exactly, is Self-Wealth, how to achieve it, and where the concept originated. Self-Wealth is an idea I created while working with clients from all walks of life and levels of financial competency. It became apparent to me that money and financial security was just one piece of the “happiness puzzle.”

As a Certified Financial Planner™, I’m trained to focus on my clients’ financial situations and guide them to make prudent decisions with their income and investments. To me, that isn’t enough. I care about my clients’ wellbeing, and that goes beyond the money in their bank account or 401K. In order to achieve true Self-Wealth, an individual must also develop a sense of purpose and foster hope, in addition to striving for financial security.

These three factors—purpose, security, and hope—are the building blocks of Self-Wealth. Of course, everyone’s building blocks look a little different. We all have different purposes and aspirations; we all have different ideas of what it means to be “financially secure.” One thing, however, is constant: we all need a healthy balance of purpose, security, and hope to gain financial freedom and Self-Wealth.

In my next few blog posts, I will be discussing purpose, security, and hope in more detail, but I want to give you a brief overview of each one:

In order to achieve true Self-Wealth, an individual must also develop a sense of purpose and foster hope, in addition to striving for financial security.


Your purpose goes beyond making money. Of course, it’s great to have a job that pays well, but that shouldn’t be your sole motivator for going into the office every day. Money pays the bills, but what fuels your internal fire? What kind of work excites and inspires you? You know you’re connected to a purpose when your “work” doesn’t feel like work, or if your everyday duties fulfill you, challenge, you, or complement your strengths.


Purpose and hope are hugely important factors of Self-Wealth, but they can’t stand on their own. They need the third pillar, financial security, to create a solid foundation for happiness and financial freedom. When you are financially secure, you have enough money to comfortably get by and you have ample savings to either weather a catastrophe (loss of a job, a large hospital bill, etc.) or embrace a new life event (a wedding, a new baby, etc.).


Do you have a long-term vision of where you’d like to go in life? Are you consistently thinking about your goals and working toward them? This kind of forward thinking has to do with hope. Hope is what drives us to keep going, even if we hit a rough patch. It helps us to see the big picture, rather than getting caught up in life’s little challenges.

Once you’ve created a healthy balance of purpose, security, and hope, you can move into what I call the “Enlightened stage.” At this point, you’re able to focus less on the needs of your family and yourself and more on the needs of others. You have the freedom and ability to serve others and better the world. My goal is to help you reach this point!

If you’d like to talk about how you might achieve your own Self-Wealth, please reach out and contact me today or consider purchasing your own copy of Self-Wealth: A simple, conscious path to a comfortable financial future.

30 thoughts on “What is Self-Wealth?

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