WelleHouse Protection & Planning
Holistic protection for your life, home, and legacy.
Book a Protection & Planning Session
Where Peace of Mind Begins
WelleHouse is where the outer layers of wellbeing take root — in clarity, continuity, and care. This is a holistic approach to protection and planning that honors both the practical and the profound.
Here, we integrate grounded strategy with soulful stewardship, helping you protect what matters most and live with peace of mind. Whether you're navigating transitions, building security, or creating a lasting legacy, you'll find guidance that meets you exactly where you are.
Plan with purpose. Live with peace.
What You'll Find Here
Guidance, tools, and conversations to bring stability and intention to your everyday life and legacy. WelleHouse offers three core pathways to support your journey toward financial clarity and holistic protection.
Protection & Planning Sessions
Personalized protection and planning for individuals, families, or businesses — rooted in your values and long-term vision. Each session is tailored to honor where you are and where you're going.
Resource Circles & Retreats
Live gatherings to reframe your relationship with money. A grounded, trauma-informed, shame-free space to discuss money, resources, and resilience-building individually and collectively.
Demystifying Money Matters
Practical tools, recorded resources, and education that blend the financial, legal, and emotional aspects of holistic planning, helping you become welle & wealthy. Knowledge empowers action.
Protection & Planning Sessions
Your story is unique, and your planning should be too. In our personalized sessions, we take time to truly understand your values, your dreams, and your concerns. This isn't about one-size-fits-all solutions or rigid formulas — it's about creating a protection and planning strategy that feels aligned with who you are and what matters most to you.
Whether you're a self-employed entrepreneur navigating irregular income, a professional planning for retirement, or a woman seeking to empower your independence or create a meaningful legacy for your loved ones, these sessions provide a compassionate, judgment-free space to explore your options. Together, we'll address the practical details while honoring the deeper purpose behind your decisions.
"I finally feel like someone understands not just my numbers, but my life. This wasn't just planning — it was transformational."
Sessions can focus on retirement planning, estate considerations, insurance protection, business continuity, family banking, exploring safer places to grow your money, or any combo that meets your current needs. The goal is always the same: to arm you with clarity, confidence, education, inspiration, and peace of mind… from a holistic perspective.
Resource Circles & Retreats
A Safe Space for Money Conversations
Money doesn't have to be shrouded in shame, confusion, or silence. Our Resourcing Circles create a warm, welcoming environment where women gather to explore their relationship inner resources (time, energy, attention, and nervous system regulation) with external resources (such as livelihood, food, and finances) in a compassionate, non-judgmental setting.
These live gatherings blend education with somatics (body wisdom) and emotional intelligence, addressing both the practical skills you need and the mindset shifts that make lasting change possible. You'll learn alongside other women who share similar questions, concerns, and aspirations.
01
Explore Your Money Story
Understand how your past shapes your present relationship with money, and begin rewriting limiting beliefs.
02
Build Financial Literacy
Learn practical strategies for budgeting, saving, investing, and protecting your resources with confidence.
03
Grounding & Goals
Calm your system and ground in your truth. Define what financial wellbeing means to you and map steps toward your vision.recorded
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Cultivate Community
Connect with like-minded women who are also on the journey toward financial empowerment and peace.
Demystifying Money Matters
Knowledge is power, and at WelleHouse, we believe that financial education should be accessible, approachable, and empowering. Our recorded resources and workshops are designed to demystify complex topics and provide you with practical tools you can use immediately.
Planning Guides
Downloadable resources covering estate planning basics, insurance needs analysis, retirement readiness checklists, and more. Each guide is written in clear, accessible language. #comingsoon
Educational Workshops
Explore topics like life insurance & living benefits, tax reduction strategies, "safe" growth strategies, funding retirement, creating a will, family banking, and protecting your family & future.
Legacy Planning Tools
Resources to help you think through your values, document your wishes, and create a meaningful legacy that reflects what matters most to you. Protection isn't just about security, but sustainability.
All materials are created with the understanding that financial planning is both a practical and an emotional journey. We honor the full spectrum of your experience. *Please note - All information presented to groups or in written or recorded content are provided for education or informational purposes only. You should seek professional advice or a 1:1 personal consultation for specifics about your situation.
Our Philosophy
Bridging the Spiritual and Structural
WelleHouse bridges the spiritual and the structural — the heart and the home. We believe that true financial wellbeing isn't just about numbers on a page; it's about alignment, integrity, and living in harmony with your deepest values.
Built on the same foundation as The Welle and Welle Within, WelleHouse is rooted in sacred reciprocity, integrity, and collective care. We recognize that when our outer world reflects our inner truth, peace becomes possible — not as perfection, but as presence.
The more resourced we are personally, the better positioned we are to share our time, energy, and resources to contribute to causes that matter or uplift collective well-being.
Sacred Reciprocity
Honor the flow of giving and receiving.
Integrity
Align financial choices with your core values.
Collective Care
Recognizing our inherent interconnection.
Holistic Approach
Planning with financial, legal, strategic, emotional, and spiritual aspects of life in mind.
Grounded Strategy
Create practical plans that honor your present needs and future dreams.
Who We Serve
WelleHouse is designed for conscious humans ready to take ownership of their financial future with grace, wisdom, and intention. Our community includes folks at various life stages and career paths, all seeking a more holistic and meaningful approach to financial planning.
Self-Employed & 1099 Contractors
Navigate the unique challenges of irregular income, self-funded retirement, and business protection with strategies for independence.
Executives & Leaders
Balance demanding careers with thoughtful legacy planning, maximizing benefits while creating space for what truly matters.
Transitions & Retirement
Approach life changes with clarity and confidence, ensuring your resources support the life you envision for your next chapter.
WelleHouse offers a judgment-free space where your questions are welcome, your concerns are heard, and your aspirations are honored.
Begin Your Journey
Taking the first step toward financial clarity and holistic protection is an act of self-care and empowerment. Whether you're ready to explore your options or create a comprehensive plan, WelleHouse will support you with compassion, expertise, and understanding.
Book a Planning Session
Start with a free call that honors your unique story, values, and vision for the future. We'll review your goals and share strategies that can help you grow.
Join a Resourced Circle
A Conversation on Money and Empowerment — our live monthly gathering to explore money, meaning, and care, together.
Rooted & Resourced
Access to an on-demand library of videos and audio from the Demystify Money series, to empower you with knowledge and practical tools.
We don't expect you to have everything figured out. In fact, the beauty of this work is that it meets you exactly where you are. Uncertainty is welcome. Questions are encouraged. Every call begins with listening — to your needs, your dreams, and your deepest intentions for your life and legacy.
"I'm glad I reached out. I spent years avoiding these conversations because they felt overwhelming. WelleHouse made it feel easy. I finally have peace of mind."
Where Your Plans Meet Peace of Mind
WelleHouse is more than a planning service — it's a commitment to living with intention, protecting what matters, and creating a legacy that reflects your deepest values. Here, the practical and the profound come together in service of your wellbeing and the wellbeing of those you love.
This is where the outer journey begins — in clarity, continuity, and care. Where financial planning becomes an expression of your values. Where protection feels like love in action. Where legacy becomes a living testament to who you are and what you stand for.
When our outer world reflects our inner truth, peace becomes possible — not as perfection, but as presence. That's the WelleHouse promise: grounded guidance that honors both your practical needs and your spiritual journey.
Ready to begin?
Your path to peace of mind starts with a single conversation. We're here to walk alongside you, every step of the way.
WelleHouse — Where your plans meet peace of mind.
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