We are an Ohio based business with a presence in Indonesia Over 50 years of combined experience helping people deal with estates, wills, taxes, investments and life planning.
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About Us
Alex Chapman and Kathi Chapman founded Living Well Senior Wellness after seeing firsthand the challenges many people face in retirement. While most think of the financial aspect, retirement and its stages brings many more profound challenges unrelated to monetary issues. Retirement brings changes to lifestyle, healthcare, income, taxes, estate planning and emotional challenges that few people address holistically.
At Living Well Senior Wellness, we help put all the pieces together so that not only you, but also your family, can have peace of mind during every stage of retirement. We achieve this with the help of our expert team located in the U.S. and Indonesia.
Frusiana Millenia
Frusiana is an investment and corporate finance professional with experience in mergers & acquisitions, financial due diligence, valuation, and strategic advisory. Having worked with leading global firms including Deloitte and Ernst & Young (EY), she has advised clients across a wide range of industries on investment opportunities and complex business transactions.
With a strong understanding of Indonesia's business landscape, Frusiana also brings an extensive network of trusted lawyers, accountants, tax advisors, and property developers. She helps international clients navigate local regulations, connect with the right professionals, and make informed investment decisions with confidence.
Kathi Chapman
Kathi is a U.S. Navy Veteran, CFA, and CPWA who has seen both the beauty of a well-planned retirement and the pain felt by individuals who avoided hard discussions or didn't make time to plan. With her deep experience in wealth advising, along with a certificate in spiritual direction, she uniquely combines analytical expertise with an understanding of the more challenging emotional needs involved in retirement planning. She helps you create a reasonable, executable plan tailored for every stage of your retirement journey.
Alex Chapman
Alex has worked in investments for over 15 years. Throughout his career, he has seen how poor retirement planning not only makes life more challenging for retirees, but also leads to a loss of joy for them and their loved ones. This often happens when hard discussions must be had after an unexpected medical event, or when assets are burned through because everything is handled ad hoc. He is here to help you avoid this pain, ensuring you can focus on the joy of life for as long as possible.
Our Team
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