Nicole Heskey
Licensed Financial Professional
Master of Ceremonies
— The Vortex Collective presents
The Holistic Wealth Framework
6 Steps to Plan Your Financial Life with Intention
Free Live Webinar ✦ Monday, November 16, 2026 ✦ 5:00–6:30 PM PST ✦ Online
Your money touches everything: your family, your freedom, your future. Join eight licensed financial professionals for one evening that connects the pieces, from proper protection and emergency savings to debt, cash flow, asset accumulation, and estate preservation, into a single plan that reflects what you actually value.
✦ A clear picture of where you stand across all six steps
✦ A framework to align your money with your values
✦ The blind spots most families miss, and how to close them
✦ Live Q&A with eight licensed financial professionals
Wealth is whole when every part works in harmony.
A policy here, a savings account there, debt you would rather not think about. When the pieces don't talk to each other, you work harder than you need to and still feel unsure. The Holistic Wealth Framework brings them into alignment, so every decision moves you toward the life you actually want.
The Framework
Six steps to a financial life with intention
01
Proper Protection
Safeguard your income, your health, and the people who depend on you before anything else.
02
Emergency Fund
Build a cushion that keeps life’s surprises from turning into setbacks.
03
Debt Management
Create a clear plan to reduce what you owe and stop interest from working against you.
04
Cash Flow
Direct every dollar with intention so today is funded and tomorrow is too.
05
Asset Accumulation
Grow your wealth steadily in a way that fits your timeline and comfort with risk.
06
Estate Preservation
Protect what you have built and pass it on according to your wishes.
Your Speakers
Meet your eight licensed financial professionals
Each speaker leads one part of the framework, so every step is explained by someone who lives it with clients every day.
Lobsterbird Yi
Licensed Financial Professional
Overview: The Holistic Wealth Framework
Alisa Wallace
Licensed Financial Professional
Step 1: Proper Protection
Roslyn Weiss
Licensed Financial Professional
Step 2: Emergency Fund
Lucia Paxton
Licensed Financial Professional
Step 3: Debt Management
Efan Hsieh
Licensed Financial Professional
Step 4: Cash Flow
Darcie Chu
Licensed Financial Professional
Step 5: Asset Accumulation
Kari Burch
Licensed Financial Professional
Step 6: Estate Preservation
Who It's For
This evening is for you if…
01 You are doing “fine” financially but have no single plan tying it all together.
02 You want your money decisions to reflect your values, not just the numbers.
03 You are approaching a big life change: marriage, children, a new business, or retirement.
04 You have accounts and policies scattered in different places and want clarity.
05 You would rather ask questions of real professionals than sort through more articles online.
Reserve your free seat
Monday, November 16, 2026 · 5:00–6:30 PM PST · Live on Zoom.
Seats are limited so every attendee can get questions answered.
Can't make it live? Register anyway and we'll send you the replay.
Questions
Is the webinar really free?
Yes. There is no cost to attend and no obligation afterward.
How long is it?
90 minutes, from 5:00 to 6:30 PM PST, including live Q&A with the speakers.
What if I cannot attend live?
Register anyway and we will email you the replay after the event.
Will I be pressured to buy anything?
No. The evening is educational. If you would like a one-on-one conversation afterward, you can request one, but it is entirely optional.
About Your Host
The Vortex Collective
The Vortex Collective is a Conscious Wealth Collective dedicated to empowering conscious creatives with the tools and mindset to elevate wealth consciousness globally.
We are a collective obsessed with empowering conscious creatives through financial education and conscious wealth, fueled by & anchored into the strength of our community. We spark financial confidence and independence, guiding creatives toward success and freedom through powerful seminars, hands-on workshops, and vibrant community gatherings.
✦ In-person groups and circles for deeper bonding & community connection.
✦ Online and in-person workshops and seminars with industry experts.
✦ Collaboration with a vast network of financial professionals who offer their services to support financial empowerment.
✦ Collaboration with a network of artists, healers, creatives, centers of influence & medicine (wo)men, supporting women in healing cycles of ancestral wounding, allowing women to fully align with their unlimited potential.
✦ Collaboration with a network of artists, healers, creatives, centers of influence & medicine people, supporting individuals in healing cycles of ancestral wounding and stepping fully into their unlimited potential.
With a mission to inspire and uplift, the Vortex Collective helps those who are ready to unlock their full potential, creating a ripple effect of abundance and empowerment for generations to come.