Cordially Invites You To
The
HERA CIRCLE
A Private Six-Week Experience Designed to Help You Build Your Financial Blueprint with Clarity and Structure. Every Wednesday, We Meet for 90 Minutes in a Small, Curated Group on Zoom — Where We Simplify What Often Feels Complex and Overwhelming.
29
April
Hour
10:00 AM – 11:30 AM
Enrollment Closes Soon
13
Days
18
Hours
41
Minutes
08
Seconds
Total Investment — $3,000
Reserve Your SeatFor any additional questions, please email us at [email protected]
Private & Curated
Live Expert Guidance
Personalized Blueprint
Secure Checkout
The Experience
Instead of being forced to figure things out during high-pressure moments, you'll gain the framework, language, and confidence to make informed decisions — supported by live guidance, real-time Q&A, and expert insight.
What's Included
6
Live Sessions
Every Wednesday on Zoom
90
Minutes Each
Deep-dive, focused work
1
Private Call
One-on-one with your advisor
1
HERA Blueprint
Your personal financial map
Format
Duration
Six Weeks
Session
90 Minutes
Format
Live on Zoom
Group
Small & Curated
Schedule
Every Wednesday
Bonus
+1 Private Call
Six Weeks
The Journey
01
How You're Financed
Understand the foundation of your financial life — income streams, liabilities, and how your life is actually funded.
02
What You Truly Own
A clear accounting of your real assets — property, equity, savings — and what you genuinely hold versus what holds you.
03
Debt & Exposure
Map where you are exposed. Identify risk, understand your debt structure, and see where vulnerabilities exist.
04
Assets, Savings & Investments
Organize everything into clear tiers — liquid, growth, and long-term — so you can see the full picture at once.
05
Protections & Structures
Review what legal and financial structures are in place, what's missing, and what needs to be built.
06
Your HERA Blueprint
Everything comes together into your personal financial blueprint — a simple, organized view of your world.
The Outcome
Your HERA Blueprint
By the end of six weeks, everything comes together into your personal HERA Blueprint — a simple, organized view of your financial world so you can make decisions with clarity and confidence. No more guessing. No more overwhelm. Just a clear picture of where you stand and where you're going.
Begins April 29, 2026
Reserve Your Place
Seats are limited. This is a small, curated group.
Total Investment — $3,000
Secure Your Seat NowApril 29 – June 3 · 10:00 – 11:30 AM · Zoom
For any additional questions, please email us at [email protected]
Is This For You
The HERA Circle is designed for you if —
You want to finally understand how your financial life is structured
You're making decisions but lack the full picture of your assets and exposure
You want clarity on what you own, what you owe, and what's missing
You're ready to build a financial foundation — not just react to it
You value private, expert guidance over generic financial advice
The HERA Circle — Begins April 29
6 Weeks · Private · $3,000