CAN YOU BE BOTH GUIDED BY PURPOSE AND SAVE FOR YOUR FUTURE?
Meet Alex and Jess, a couple seemingly doing well in 2004. With a giant house, a new car, and two kids all sponsored by a hefty six-figure salary, the future looks bright for the young couple. But when the Great Recession arrives, their picture-perfect life comes crashing down around them. Even more, Alex and Jess realize they have never truly been happy.
With the help of Kate, their financial planner, Alex and Jess work to rediscover the values truly important to them while shaping a new outlook for their family and long-term future that include a complete and thriving life built around purposeful work, security, and hope for their future.
Helmeke’s introduction to a “self-wealth mindset” affirms that the life you want is within your reach through mindfulness, discovering your larger purpose, and establishing authentic values around your spending. Self-Wealth is a book of awakening—a companion guide for discovering the key to financial fulfillment regardless of where you are in life.
About the author
Heidi Helmeke began her path in the financial arena at the age of sixteen when she was hired as a bank teller. Her work experience continued while she was enrolled in the Pre-dental Scholars Program at Marquette University. After two and a half years, she realized her financial burden for college and then dental school would leave her with a tremendous amount of debt that, even with a dentist’s income, she wouldn’t be able to pay off until the age of forty. She swiftly changed her degree to psychology. After taking another banking position following college, Heidi worked her way to vice president and was asked to create an investment department. She immediately found her new calling. Her work experience with clients helped Heidi realize she wanted to assist them on a deeper level with their financial decisions and went on to earn her Certified Financial Planner™ certification. Since 1990, Heidi has dedicated her career to designing personalized financial strategies for individuals looking for a comfortable future for themselves and those they care about. Heidi is a CFP® professional practicing at an independent registered investment advisory firm in Minneapolis, MN. She also has served as an instructor of employee benefits for some of the largest employers in the country and volunteers as an instructor on financial topics at local high schools. Heidi, her husband Rob, and their two children live in Minneapolis, Minnesota. To learn more about self-wealth visit www.heidihelmeke.com.
Priase for Self-Wealth
“Heidi’s approach is compelling and meaningful. Measuring ‘wealth’ can be very different than what you may think, and taking the time to read Self-Wealth will create a more accurate view.” - Rhoda Olsen, CEO, Great Clips
“Through the story of an extended family’s journey, Helmeke explores issues of meaning, security, and purpose in life. Self-Wealth effectively serves to remind us of this timeless search in which we must all engage." - Amy Florian, author, No Longer Awkward: Communicating with Clients through the Toughest Times of Life and CEO of Corgenius
“Self-Wealth is the ultimate guide to tending to your financial well-being. The benefit you will derive from reading this book is not simply borne of Helmeke’s knowledge; it is also borne of her wisdom. Self-Wealth will tell you exactly what you need to do to get where you want to go.” - Don Connelly, speaker, motivator, educator, mentor, and co-founder of Don Connelly & Associates