Debra L. Morrison
44+ Year Financial Industry Expert
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 to achieve their goals, on a Fee-Only Fiduciary basis. She holds the Accredited Estate Planner designation which arms her with specialty knowledge that helps her clients and their families KEEP more of their hard-earned estates, leaving rich legacies. Debra also uses her Certified Grief Coach training to shorten the recovery time for grief-stricken clients.
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 using both conventional and outside-the-box thinking.
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.
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Laura Barker, JD
Barker Business Solutions
My awareness around money and intention has grown exponentially since being a part of this. Last fall I enrolled in a program that was not what I expected. In the past I would have just been out that money, but thanks to working with Debra, I asked for a refund and got it --- thousands of dollars. That's just one of the many ways working with Debra has increased my wealth.
Inspiring Healthy Living & Living the Dream!
I'm actually now teaching my husband and mother about finances! Now I know how to be smart about money, savings and investments. I feel empowered about it and I'm not shying away. When people talk about financial things, I'll ask, "can you tell me what that is?" -- or I'll get on Debra's HUBS and find exactly what that means.
Yes, I get this! It's not scary. Thank you Debra.
Create a New Relationship with Money & Finances
Now is the time to unpack financial overwhelm and release any lingering regrets or fears about money so that you can move forward powerfully to create the financial future you deserve.
Dream, Declare & Plan for What You Really Want
No more feeling like you have to settle or be content with less. Debra invites you to dream again, believing you can achieve them because we are We Can Do It Women™.
Finally "Get" Complex Finance & Investment Strategies
Debra is a master at breaking down complicated financeze through everyday analogies, showing you how to tap into the power of investment strategies normally reserved for the wealthy.
Put Yourself First
For too long women have been taught to put others first and leave their needs for last. You'll learn the importance of putting yourself first AND care for others from a place of heightened financial confidence and love.
Regardless of how far you've come or how far you've got to go, every great journey begins with choosing your destination. Debra will guide you through her signature lifeline exercise where you'll declare, enter and prioritize your goals for each step of the way.
Debra brings you her 44+ years of financial expertise and life-experience to guide you in charting your course. Debra weaves income tax minimization into your investment portfolio-both while accumulating, and more importantly, during the withdrawal phases.
Her gift of breaking down complicated financial matters into easy-to-understand -and-implement strategies takes you where you want to go.
You'll leave this conference motivated and confident to direct your finances to create maximum wealth, while also managing risks-known and unknown.
Your time is now, and Debra's caring nature and expertise will meet you exactly where you are, to coach you towards a brighter, more profitable future.
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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