HER FINANCIAL HOUSE

You earned it.

You built it.

Now protect it.

Design your complete estate plan for your family before you take it to an attorney.

Find out exactly where your estate plan stands right now.

THE PROBLEM

You make good money.

Your family is still unprotected.

You have worked hard to get here. You have income, property, accounts, and a family who depends on you.

By most measures you have made it.

But here is what nobody tells high-earning women:

Making good money and having your money in a system are two completely different things.

Right now, the wealth you have built for your family could be taken by probate court, contested by the wrong people, or distributed in ways you never intended, simply because the right plan is not in place.

If any of this sounds familiar, you are in the right place:

—  You have assets — property, accounts, investments — still in your personal name with no trust protection.

—  You have a will, maybe. But not a complete plan designed for your family.

—  You have thought about calling an attorney, but you do not feel prepared enough to walk in.

—  You know this needs to be handled. You just have not had a clear, step-by-step way to do it.

The problem is not that you haven’t tried. The problem is that nobody has handed you the right roadmap.

THE GUIDE

I was a HENRY too.

I changed that.

HENRY stands for High Earner, Not Rich Yet. Good income. Real assets. But no system holding it together , and a family depending on me to figure it out.

I got tired of being the woman who had everything on paper and nothing in order. So I did my own estate plan, from scratch, in real time, and documented every step.

What I found shocked me. The process was not complicated. It was just never explained in a way that made sense for a woman like me. So I built the program I wish had existed.

I am not an attorney. I am the woman who designed her own complete estate plan before she walked into one, and walked in knowing exactly what she wanted.

That is what I teach you to do.

What makes this different

✓  I am documenting my own process in real time

✓  You design your plan before you pay for an attorney

✓  Warm and plain — no legal jargon, no fear tactics

✓  Built for women with families who are ready to act

THE PLAN

Her Financial HouseA 6-Week Live Program

Design your complete estate plan for your family before you take it to an attorney. Live teaching. Replay access. No sales calls.

Here is exactly what we build together:


Week 1.  Your Financial House Inventory

We count everything you have — property, accounts, investments, business interests, digital assets. You cannot protect what you have not counted. This becomes your Schedule A.

Week 2.  Your Trust Blueprint

We determine the right trust structure for your family, your assets, and your goals. You will know exactly what type of trust you need and why — before you sit down with anyone.

Week 3.  Your Protection Layer

We design your complete legal protection plan successor trustee, power of attorney, healthcare directive, and distribution terms. Every decision made. Every role assigned.

Week 4.  Your Asset Transfer Plan

We map exactly which assets move into your trust, how they transfer, and in what order. Property deeds, financial accounts, business interests — nothing left behind.

Week 5.  Your Wealth Flow Design

We design how your wealth flows who gets what, when, and under what conditions. For your children. For your spouse. For the people you choose. On your terms, not the court’s.

Week 6.  Your Attorney-Ready Blueprint

You leave with a complete, organized estate plan blueprint ready to take to an attorney. You walk in knowing exactly what you want. No wasted time. No paying for confusion.

What you walk away with

✓  A complete Trust Blueprint designed for your family

✓  A fully populated Schedule A , every asset inventoried and assigned

✓  Every legal role named and documented trustee, successor, POA, healthcare proxy

✓  A documented wealth flow plan who gets what, when, and how

✓  An attorney-ready blueprint that walks you into that meeting with confidence.

WHO THIS IS FOR

This is for you if…

✓  You are a woman with a family children, a spouse, or both and you are done leaving their financial security to chance.

✓  You earn good money but you know your money does not have a real system yet.

✓  You own property, have accounts, or have business interests that need to be protected inside a trust.

✓  You have been meaning to call an attorney but you want to walk in prepared, not starting from scratch.

✓  You have watched someone close go through a messy, expensive, public estate situation and you refuse to let that be your family’s story.

✓  You are ready. You just need the right guide and the right roadmap.


This is NOT for you if…

—  You are looking for legal advice. This is financial education and planning guidance , not legal counsel.

—  You are not ready to take action. This program moves. You need to show up.

—  You want a template. This is a personalized blueprint built around your family and your assets.



THE INVESTMENT

What this costs you to join

$297

6 weeks of live teaching with replay access. Your complete estate plan blueprint. No sales calls.

What it costs your family not to

—  Probate court fees: $15,000–$75,000+

—  Attorney fees without preparation: $5,000–$15,000

—  Years of family conflict over unclear wishes

—  Assets going to the wrong people by default

—  Your children’s financial future left to a judge

The cost of this program is not a comparison to other programs.

It is a comparison to the cost of not having a plan when it matters most.

YOUR FAMILY DESERVES A PLAN.

Not intentions. Not a conversation.A real, documented, legally structured plan.

Enroll in Her Financial House  —  $297

6 weeks live · Replay access · No sales calls · Payment plans available

Not sure yet?

Take the free Estate Plan Readiness Assessment find out exactly where you stand.

-COMMON QUESTIONS-

Do I need to already have a trust to join?

No. Most women who join are starting from scratch or have incomplete documents. The program meets you exactly where you are.

Is this legal advice?

No , and that is the point. This is financial education and estate plan design. You design your plan here. Then you take it to an attorney who executes it. You walk in prepared instead of paying to start from scratch.

What if I already have some documents in place?

Perfect. Week one includes a full audit of what you have. We build from there, close the gaps, and update what needs updating.

What if I am a single mother and the entire plan falls on me?

This program was built with you in mind. When you are the plan, getting this right is not optional it is urgent. We address successor trustees, guardianship, and wealth flow with single-parent families specifically.

How much access do I get to you?

You get live teaching every week, replay access to every session, and community support inside The Foundation Circle. This is a group program , not 1:1 coaching. If you want private intensive support, the Private Blueprint is available separately.

Is there a payment plan?

Yes. Payment plan options are available at checkout. The investment does not change. The timing does.

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Disclaimer : The EARNED & BUILT is for educational and informational purposes only. Nothing shared during this event constitutes legal, financial, tax, or investment advice. Results shared by participants are individual experiences and are not a guarantee of what you will achieve. Your results will depend on your background, experience, effort, and market conditions.