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
Webinar Replay ✦ Live Recording
Thank you for being here. Grab a notebook and settle in: Eight licensed financial professionals walk you through the six steps that connect every part of your financial life into one intentional plan.
✦ 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
✦ Insights from eight licensed financial professionals, one step at a time
The Framework at a Glance
The six steps you'll learn in the replay
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 so is tomorrow.
05
Asset Accumulation
Grow your wealth steadily in a way that fits your timeline & comfort.
06
Estate Preservation
Protect what you have built and pass it on according to your wishes.
Your Speakers
Meet the eight licensed financial professionals
Each speaker led one part of the framework. If a step spoke to you, they are here to help you put it into practice.
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
Your Next Step
Ready to put the framework into practice?
Knowing the six steps is the beginning. Applying them to your own life is where the shift happens. Apply for a one-on-one financial strategy session and get matched with a licensed financial professional from our network who will help you build a plan around what matters most to you.
If you feel like going deeper, you can also apply to join our team of financial advisors.
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.