Meet Our Speaker
Karla Ukman
Karla Ukman Is not your father’s advisor™. As a Wealth Planner for over a decade, she has dedicated herself to empowering women and marginalized communities to achieve their financial goals. Her mission is to provide education and resources to navigate their financial journeys successfully.
She is passionate about the transformative power of financial education. She firmly believes that by providing individuals with the knowledge and tools they deserve, we can change generations to come. By instilling financial literacy and empowerment, Karla seeks to create a ripple effect that extends beyond individual success and positively impacts communities and future generations.
“I Am Not Your Father’s Advisor.”™
Build Wealth That Works for You
Aligning Your Personal Financial Strategies with Your Business Growth
Discover how to confidently balance personal and business wealth, manage financial risks, and plan for long-term security, all while continuing to grow and scale your business.
In this session, you’ll gain clarity around your numbers and leave with a personalized roadmap that integrates your business goals with your personal financial vision, so both can thrive in alignment.
Financial Educator and Advocate
Karla equips individuals with the resources and education necessary to navigate their financial journeys successfully. Her dedication to education and empowerment is evident where she concentrates on the education behind the “why” when working with clients. Guiding them to understand the principles and motivations underlying their money goals . She believes in empowering her clients to build wealth their way by tailoring strategies that align with their unique values and goals.
- Financial Planning
- Wealth Management
- Insurance Services
- Speaking Engagements
What Makes This Retreat Different?
Imagine stepping away from the constant demands of your calendar and entering a space intentionally curated to nurture your presence, your power, and your purpose. These experiences are designed to help you leave with clarity, a sense of alignment, and a renewed feeling of peace and flow for what’s next.
Private Chef Experience
Enjoy fresh, locally inspired meals prepared daily by a private chef, nourishing your body and enhancing every moment of your retreat experience.
Lifestyle & Branding Photo Session
Experience a bespoke photo session that crafts a visual identity reflecting your values and resonating with your audience.
Pasta-Making Experience
Learn the art of handmade pasta with a local chef, a culinary experience that brings warmth, connection, and Sardinian flavor to your retreat.
Luxury Designer Gift
As a special gift, you’ll receive a thoughtfully chosen designer item, something to remember your retreat experience and the power of your presence.
Yoga Experience
Unwind with a soul-soothing yoga session designed to ground your body and quiet your mind, an intentional pause in the rhythm of the retreat.
Wine Tasting Excursion
Enjoy a guided wine tasting under the Sardinian sun in a serene setting, where flavor, conversation, and connection flow effortlessly.
Airport Transfers
As part of your retreat experience, roundtrip airport transfers in Italy are included, ensuring a smooth, stress-free arrival and departure from the airport to the villa.
The Vault Experience
Gain clarity and confidence through private 1-on-1 strategy sessions with our expert hosts, tailored to your business goals, personal financial journey, and legal foundation.
Where CEOs, Business-Owners & C-suite Executives Unwind and Strategize ♦
Retreat, Recharge, and Rise in Power
Testimonials
Frequently Asked Questions
What are the date and time for the retreat?
The date and time: May 7-13, 2026
What’s included in the registration fee?
Everything you need for a luxurious, transformative experience is covered. We’ve curated every detail so you can fully focus on rest, clarity, and aligned growth.
Your registration includes:
Luxury accommodations at Villa La Belle Etoile, a private beachfront villa in South Sardinia
Your own private room and bathroom for ultimate comfort and privacy
All retreat sessions and workshops, led by expert hosts in finance, legal strategy, and wealth planning
A 90-minute 1:1 strategy session with each host: Fractional CFO Kellé Thorpe, Wealth Planner Karla Ukman, and Attorney Patrice Tisdale, offering personalized, actionable guidance for your unique personal and business goals
Curated wellness experiences including a grounding yoga session and time for rest and reflection
A guided wine tasting excursion and a hands-on pasta-making experience with a local chef
Individual professional headshots and lifestyle photos
Meals prepared by a private chef
Roundtrip airport transfers in Italy, from the airport to the villa
A luxury designer gift, as a special keepsake from your retreat experience
Masterminding with like-minded, million-dollar businesswomen, fostering deep conversation, clarity, and community
Ongoing community access post-retreat, so the connection and support continues
Payment Options
Payment Options:
Early Bird Rate: $10,000 if paid in full by October 1, 2025
Standard Rate: $12,000 after October 1, 2025
We are offering flexible payment options:
A $3,000 non-refundable deposit secures your spot
Remaining balance can be split into three monthly payments $3,000
Full balance must be paid by January 15, 2026
Your retreat package is transferable to another guest through January 15, 2026.
A partial refund of any payments beyond the $3,000 deposit is available until November 15, 2025.
Who is this retreat for?
Are you a corporate executive or CEO feeling overwhelmed by financial and legal challenges, or isolated in your leadership?
This retreat is for women ready to step fully into their power, seeking clarity, peace, and expert guidance to grow their business with confidence.
Escape the frenzy and enter the last quarter refreshed, focused, and equipped with a personalized wealth and legal strategy in a supportive, judgment-free space.
Where is the retreat being held?
The retreat takes place at Villa La Belle Etoile, a breathtaking beachfront oasis in South Sardinia designed to nourish your mind, body, and vision.
