Improving Health & Wellbeing Through Managing Finances – An Interview with Brett Harmeling

Improving Health & Wellbeing Through Managing Finances – An Interview with Brett Harmeling

When we think of health, it’s easy to think of our physical bodies. Eating right, exercising, and getting proper medical care are all aspects of health. But mental health & wellbeing is another important aspect. Stress can lead to numerous health issues, and it’s as important to take care of our mind as it is our bodies.
A 2018 study found that money was the number 1 stressor among Americans, according to 44% of respondents. With that in mind, we sat down to talk with Brett Harmeling, a financial strategist who specializes in helping clients achieve the peace of mind that comes from knowing your finances are well cared for.

Brett Harmeling - Financial Strategist

1. Tell us a little about you. What you’re doing and how you got here doing it.
My background is in technology consulting and real estate. After navigating through several career transitions, I decided to take my experience and work in the space of Financial Planning. I have curated a team that educates and empowers people to find financial balance by bringing awareness to their money situation using a dynamic and interactive balance sheet approach.
2. If you could set the public straight on one financial myth what would it be?
That what you are not aware of, you cannot control/change. Without a wholistic perspective you cannot possibly make sound financial decisions because there is no priority, organization, or strategy involved.
3. How does “wellness” drive what you do as a financial advisor?
My definition of MONEY = My Own Natural Energy Yield. I am a heart centered advisor who cares about supporting my clients in what they are passionate about.
4. You feel most fulfilled at work when you are __________________
Meeting with people and giving them the education and tools required to unlock an abundance mindset.
5. What is 1 thing I can do today to change my financial wellness dynamic?
Understand the Time Value of Money and the impact and power your hard earned money can have.
6. Tell us what you’ve got going on and how to get in touch with you.
I am disrupting the way money is talked about and use a powerful tool that allows people to see their whole money picture. The best way to reach me is my mobile phone, 713-392-1173. My team and I are here to be a resource and help you rethink wealth so that you can win.
You can also follow Brett on Instagram, @saveforsuccess , or visit his website,

Add Comment

Your email address will not be published. Required fields are marked *

Sign Up for Healthy Recipes, Nutrition Tips & More!