RestWealthier.com Financial coach and health value advisor
RestWealthier.com Financial coach and health value advisor
Financial Coaching Services
"Sixty percent of full-time employees are stressed about their finances.
Even among employees earning $100,000 or more per year, nearly half (47%) are stressed about their finances. What’s more, financial stress impacts a wide range of employee health and well-being areas from mental health to sleep to self-esteem."*
Our group coaching sessions help your employees increase their confidence on all things financial - both at work and at home.
For example, with health insurance deductibles now in the thousands, it it's critical that every employee build an emergency fund. Also, using their health insurance plan to pay for prescriptions or routine imaging can be far more costly than GoodRx or paying cash for an MRI. And, yes, they can still use their HSA dollars to do so.
Unbiased, informative and fun for employees and their employers!
Cecilia Brien, Accredited Financial Counselor, Certified Health Value Advisor
I have spent decades in the financial services industry in Charlotte and New York City. I stay abreast of important healthcare, tax, and insurance law changes and coach you to navigate our complex financial systems. You'll learn how to get the most value for your money and when to delegate tasks to save time.
My life experience and training include investments, insurance, retirement, and tax planning, as well as behavioral finance. These allows us to discuss a wide range of topics that naturally flow beyond budgets.
I am business owner with 3 kids, a hike leader, a traveler, a chronic volunteer, and a rare Charlotte native. I am also the owner of Blend Benefits, a solutions-based benefits provider. Member of the Plaza Midwood Merchants Association.
Health and Life insurance National Producer Number (NPN) 20423710 (NC, SC)
Formerly held series 7, 65 and 63 securies licenses, Certified Investment Management Consultant
College for Financial Planning, 2010