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Welcome to Women Navigating Finances

Take the Lead Steering Your Finances Today


Get Debra's Jump Start Checklist to Ensure You Are On Course to Your Desired Financial Destination. Security, Freedom & Independence Can be Yours!

WHO ARE WE

Our Story


Debra draws on her four decades of financial expertise, including her  Master’s Degree in Retirement Planning where she partnered with clients to chart their financial plan, managing their assets accordingly on a Fee-Only Fiduciary basis. She holds the Accredited Estate Planner designation which armed her with specialty knowledge that helped her clients and their families KEEP more of their hard-earned estates, leaving rich legacies.

Seeing, and listening to, a growing number of women express their lack of knowledge, confidence and even fear about how to take the first steps towards correcting that, she has created a coaching curriculum to address these and other popular concerns.

Yes, she’s equally passionate about alerting women to pitfalls to avoid as well as charting, and then navigating each woman’s finances.

Debra is quick to define finances as the entirety of one’s life, including and not limited to assets in Real Estate, Financial Assets, Notes Receivables, SS, pensions, Business Interests and Intellectual Property. She pays particularly close attention to one’s Risk Management, stating, “One lawsuit can ruin your whole morning!” Finally, managing the tax maze effectively stops the leaks in one’s proverbial financial boat.

She strategizes with her growing number of coaching clients to either accumulate maximum wealth or, once retired, enjoy an inflation-adjusted lifetime income stream so that they can still afford to buy higher priced goods and services as they age.  Together, Debra and each client, discuss both how to avoid financial perils while at the same time, effectively managing the sequence of return risk as well as the challenges inherent in increased longevity.

What others are saying about Debra:

"Debra shares her extensive knowledge of finances, investments and planning in plain English terms that make it easy for me to not only understand, but to be able to take actionable steps from what she teaches. She guides you on how and where to invest, what to do with your money and how to not waste it. She's great!" ~ Christine

"I attended Debra's class and found it to be really, really informative and empowering. She didn't just talk about "money," unlike my current financial planner.  I would recommend this to everybody. We all deserve to know the truths about money and Debra does just that!" ~ Melissa

There is a story behind every woman we serve...

HOW WE DO IT

The way is up!


Debra's approach to navigating finances begins by assessing where you are, where you want to go and what resources you have to take you there.

Through her step-by-step approach to navigating finances, you'll receive expert guidance to be better informed and in control when working with your financial advisers.

Debra's motto ... "The only way is up!"

Get Your FREE Financial Navigation Checklist Now

Simply click on the button to get Debra's checklist so that you are on course for financial security, freedom and independence.

REACH OUT

Contact


Debra L. Morrison
TEDx Speaker, Best-Selling Author, 42+ Year Financial Industry Expert

Location

Central Offices

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Lincoln Park, New Jersey

United States

T: (973) 945-6577

Mon - Sat: 9:00 am to 6:00 pm Eastern

FEEDBACK

Testimonials


"I love having Debra as my financial guide. She has opened my eyes to the truths about money so that I have more for myself right now and more for my future."

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Nancy Matthews

"Debra is filled with great information that helps me navigate the complex financial world. She's sassy, she's fun, she's funny. My only wish is I had met her sooner!"

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Charli Mace


Stay informed and in the know to ensure you are consistently charting your course for financial security, freedom and independence.

The Morrison Money Minute newsletter delivers bite-sized pieces of financial wisdom, tips and strategies to keep you headed in the right direction.

Morrison Money Minute

Join our mailing list for Debra's ongoing "Money Minute" keeping you up-to-date and informed.

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