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. 

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. 

Conference Attendee

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.

Laurelea Conrad

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.