Financial Freedom Assessment

Based upon your answers to this assessment I’ve highlighted below some potential target areas that you may consider prioritizing, yet as you may imagine these are just the tip of the iceberg as to potential opportunities you could explore, in taking your next step towards the financial empowerment you so richly deserve.

Whether you’ve just amassed credit card debt or you’ve been plagued with it for weeks months or perhaps years it’s high time now for you to address relieving yourself from this kind of strain.

As you well understand there are various thought processes and patterns and beliefs that each of us pick up over our lifetimes and adopt in one measure or another in one degree or another some of which result in us being in more debt than it is comfortable.

I’m not one to believe in quick fixes and one to believe in adopting new strategies and honing new patterns that leave the feelings of despair and helplessness in our rear view mirror and instead provide us with hopeful futures and strategies to get there.

As such please click the button below to set an appointment with me so that I may share with you some strategies to implement, in order to take control of your finances and your life, starting right now.

I’m celebrating your power to reduce your debt; YES, you can! 

We Can Do It Women™

Debra L. Morrison, CFP®, MS, AEP

Your Chief Financial Navigator

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 and managed 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.

She has since retired from active financial planning and asset management and now serves as the Founder and Chief Navigating Officer of Women Navigating Finances.

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

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 manage known and unknown risks, not the least of which is increased longevity, to better ensure financial security.