Introducing Live Soulfully, a holistic wealth and wellness collective.
Embrace your essence, Live Soulfully
Who we are
Live Soulfully Wealth and Wellness Collective is an independent insurance and financial service agency built on a simple belief: true wealth is not only financial— it’s holistic well-being in mind, body and soul. We help individuals, families, creatives and business owners navigate life insurance, health coverage, Medicare, and retirement and estate planning with clarity instead of confusion. Alongside personalized guidance, our collective offers coaching, community, workshops, and networking opportunities to support personal growth, financial literacy and overall wellness— because a sound plan should support the whole life you’re building not just your bottom line.
Our Process
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Our Process 〰️
We start with a complimentary call— just us, getting to know your household, what’s on your mind, and what’s keeping you up at night. If it’s not the right fit, we’ll tell you honestly, right there on the call.
A 15 Minute Conversation
Together, we’ll map where you stand today— income, debts, protection in place, retirement assets, and the gaps in between. No judgement. No pressure to act. Just clarity, so you can finally see the whole picture.
A Financial Snapshot
You’ll get a plan built around your numbers, your budget, and your timeline — nothing generic. You’ll see exactly what you’d be doing, why it matters, and what is costs, before you commit to a single thing.
A Written Strategy, Made for You
Implementation, At Your Pace
When you’re ready— not before— we’ll put the plan in motion. Paperwork, carrier section, beneficiary setup, all of it. You set the pace, we handle the rest.
Ongoing Reviews, Because Life Doesn’t Stand Still
Marriages, kids, raises, moves, market shifts—life changes, and your plan should change with it. Regular reviews keep your strategy honest to the life you’re actually living.
Our Why
Statistics referenced on this page are drawn from third-party industry and research sources, current as of 2026, and are not specific to Live Soulfully Wealth and Wellness Collective or its clients:
Bankrate, 2026 Emergency Savings Report and 2026 Credit Card Debt Report
Debt.com, 2026 Budgeting Survey
LIMRA and Life Happens, 2026 Insurance Barometer Study
Federal Reserve, Survey of Consumer Finances
National Endowment for Financial Education (NEFE), 2026 Financial Well-Being Survey
American Psychological Association, Stress in America
Figures are updated periodically and may not reflect the most current data available. This information is for educational purposes only and does not constitute financial, insurance, or investment advice.
Who We Help
“I’m worries about protecting my family.”
“I’m turning 65 and don’t understand Medicare.”
“I’m worried I won’t have enough for retirement.”
“I’m self employed and I don’t have the benefits. or retirement I had at a job”
What We Offer
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What We Offer *
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Protect your income, your family, your assets, and. the legacy you’re building.
Life Insurance
Disability + Income Protection
Long Term Care
Estate Planning
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Find Coverage designed around your health needs, life stage and budget.
Individual & Family Health Insurance
ACA/ Marketplace Coverage
Medicare
Supplemental Health Solutions
Dental, Vision and Accidental
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Retirement Planning
Annuities
Retirement Rollovers
Life Insurance Strategies/ Cash-Value Solutions
Tax Strategies
Legacy & Wealth Transfer Strategies
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Business Owner Solutions
Employee/ Executive Benefits
Key Person Protection
Buy-Sell Funding
Business Continuation
Small Business Retirement Solutions
Small Business Group Benefit Solutions
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Financial Wellness Coaching
Financial Needs Analysis
Debt Elimination
Credit Repair