Empowering Mind, Body, & Balance Sheet™
AI-Powered Wellness platform for financial, physical and mental health professionals.
Where Wellness Meets Wealth
Living Centerline is redefining the future of financial planning by integrating mental and physical wellness with financial health. As client expectations evolve—prioritizing value-based investment, holistic wellness, and real-time digital—our platform meets the moment. We offer intelligent, AI-powered wellness technology that helps advisors become true partners in their clients' full wellbeing.
Our system unifies biometric, behavioral, mental wellness and financial data to reveal how stress in one area impacts the others. The result? A deeper data-backed view to guide clients toward lasting balance and better decision-making—personally and financially.
How it Works?
At the heart of our Intelligent Wellness™ platform is a dynamic feedback loop connecting real-time biometric data, psychological states, and financial behaviors. We build a Digital Twin of each client—a virtual model that simulates how their mental, physical, and financial systems interact.
From there, our AI analyzes inputs from wearables and integrated systems to recommend the most effective wellness interventions. Over time, the system learns and evolves, tailoring guidance to help clients return to—and stay on—their optimal Centerline.
Wellness is measurable. So is trust.
Solution
Centerline is a pioneering wellness platform built for financial planners. It integrates real-time biometric data from wearable devices with financial insights to help advisors understand what truly influences client behavior. Using our patented AI-powered Intelligent Wellness™ system, Centerline generates personalized behavioral prescriptions that address mental, physical, and financial stress—guiding clients back to their optimal Centerline.
Through intuitive dashboards, planners can monitor client wellbeing, track engagement, and deliver targeted recommendations with minimal effort. By offering advice grounded in Psychophysiological Finance™, you become more than an advisor—you become a Wellness Engineer™ who drives deeper client trust, loyalty, and outcomes across life domains.
Our Team
Living Centerline was born from a simple but powerful belief: the best advice considers the whole person. Founded by experts in behavioral finance, mental health, physiology, and data science, we saw the need for a new kind of tool—one that reflects the interconnected reality of modern life. Our story is one of integration: uniting disciplines, designing systems, and building technologies that help people thrive. With roots in research and a vision for the future, we are transforming advisors into Wellness Engineers™ — and reshaping what it means to live well.
“Our team blends science, technology, and heart to redefine what guidance means.”
Find Your Centerline
We're here to support the future of holistic advising—where wellbeing meets financial clarity. Drop us a note. Let's build something centered, together.
