Get Debra's Jump Start Checklist to Ensure You Are On Course to Your Desired Financial Destination. Security, Freedom & Independence Can be Yours!
I draw on my four decades of financial expertise, including my Master’s Degree in Retirement Planning where I partnered with clients to chart their financial plan, managing their assets accordingly on a Fee-Only Fiduciary basis. I hold the Accredited Estate Planner designation which armed me with specialty knowledge that helped my 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, I have created a coaching curriculum to address these and other popular concerns.
Yes, I'm equally passionate about alerting women to pitfalls to avoid as well as charting, and then navigating each woman’s finances.
I am 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. I pay particularly close attention to one’s Risk Management, because “One lawsuit can ruin your whole morning!” Finally, managing the tax maze effectively stops the leaks in one’s proverbial financial boat.
I strategize with my 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, each client and I, 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.
"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
HOW WE DO IT
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!"
Simply click on the button to get Debra's checklist so that you are on course for financial security, freedom and independence.
My husband past away about 5 months ago and I've been trying to figure out what I'm going to do about my future. Debra's seminar was in plain English so I totally understood what she was talking about because I was really intimated by the stock market. When I left there, I felt a lot better about what I was going to do in the future. Then I met one-on-one with Debra and helped me realize I was in a lot better position than I actually thought I was.
I attended Debra's workshop and found it to be empowering. She didn't talk above my head like the financial planner I currently have. I would recommend this to anybody, not just widows.
Thank you Debra.
Debra has been so helpful to me in breaking down what I saw as this big daunting task of trying to figure out what I'm supposed to do with my finances. I just want to tell you that I got solid advice and practical things I can put into practice now and I'm so appreciative of the time she spent with me helping me understanding what I need to do in the next year to get my finances in order.
This is the very first time listening to Debra's talk that she gave me a sense of empowerment, I feel inspired that I can actually change the way I think about this whole world of my financial situation and I definitely highly recommend her. She gives the best slides, the best information and does it in a very engaging, easy-to-understand way.
As someone who is looking to embrace my new world of understanding my financial situation, Debra has inspired me to do that in a way that no one else has.
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