Topic: What's Your Financial Mirror Telling You?

Speaker: Tatiana Sunik, CFP®, CDFA® Founder, Hera Financial LLC | Wealth Advisor with Forum Financial

Presentation:

An exclusive interactive session for high-achieving women executives with Tatiana Sunik, CFP®, CDFA® 

The Paradox I See Every Day 

The more successful a woman becomes in her career, the more disconnected she becomes from her financial power. Sound familiar? 

Here's the hard truth: Your advisor is doing you a disservice if they're not connected to your values. And you're doing a disservice to your financial potential if you're not looking in your financial mirror. 

Three questions that will change everything: 
1. Do you have a vision for your life? 
2. Are you actually looking in your financial mirror?
3. Do your financial choices support that vision? 

Stop running your wealth on autopilot. 

You'll Discover: 
- Women's financial needs differ from men's – and your strategy should too 
- Why busy professionals must work "on" not just "in" their finances 
- How comprehensive planning goes beyond investing 

We'll Tackle: 
- Why your financial reflection doesn't match your aspirations 
- How to shift from autopilot to architect of your financial life 
- The hidden complexity of women's mid-career wealth: equity comp, taxes, caregiving, cash flow 

You'll Leave With: 
- Your personalized Vision Funnel Map – pinpointing your biggest financial alignment gap 
- One strategic "micro-move" you can take this week 
- Customized deep-dive sessions – you'll choose your priority topics from our survey, and we'll cover them in specialized follow-up sessions (divorce/widowhood transitions, RSUs/ISOs, tax strategy, caregiving wealth planning, and more)

Speaker's bio:
Tatiana Sunik brings 22 years of wealth management experience to her role as founder of Hera Financial and wealth advisor with Forum Financial. Prior to starting her female-focused and life transition startup Hera Financial, Tatiana spent 17 years at Klingman & Associates, a $3 billion boutique New York RIA ranked #17 on America's "Top RIA Firms" 2024 and repeatedly recognized on Barron's "Top 100 Independent Advisors," where she developed deep expertise in financial planning and asset management. 

As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst®, Tatiana specializes in turning financial complexity into clarity for women during career ascents, business exits, divorce, and pivotal life transitions. Her expertise spans executive compensation, tax planning, impact investing, and multigenerational wealth transfer. 

A mother of two and classically trained pianist who speaks English, Russian, and Ukrainian, Tatiana brings both institutional-grade expertise and real-world wisdom to her practice. Her mission is to empower women to own every chapter of their financial story with clarity and confidence.