Do you ever find yourself wondering:
Will I ever be able to...
If these questions resonate with you, you're not alone. Many accomplished professionals grapple with similar concerns about their financial future.
That's why I've created a completely free assessment along with key wealth building strategies to help you
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.
