The Vision & Mission for Women Navigating Finances

Hello Friends,

The driving force behind my creating Women Navigating Finances comes from seeing too many women being denied easy access to the truths about money which causes them to waste valuable time and dollars.

It breaks my heart to watch women experience struggle with overwhelm, often just throwing their hands up in frustration or defeat in trying to create financial security for themselves.

In my 43+ year career as a financial advisor what made my heart sing was showing women how they can take charge of their finances (even if their partner was the one 'in charge') so that they were never caught off guard and knew the right things to look for, the right questions to ask and the right place to go to get real answers.

My philosophy is that women can and will reach their financial goals faster with a seasoned financial industry expert and coach by their side.

Note: Debra serves as your Financial Coach, Guiding Women Navigating Finances, NOT as your Financial Advisor.  Women Navigating Finances is for women who want to maintain control of their course for financial security by knowing what to ask, whom to ask and how to make empowered decisions in alignment with their goals, lifestyle and legacy.

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, managing 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.

Seeing, and listening to, a growing number of women express their ignorance around their finances and a fear even in how to take the first steps towards correcting that, she has created a coaching curriculum to address these and other popular concerns.  

Yes, she’s equally passionate about alerting women to pitfalls to avoid as well as charting, and then navigating each woman’s finances. She’s quick to define finances as the entirety of one’s life, including yet not limited to assets in Real Estate, Financial Assets, Notes Receivables, SS, pensions, Business Interests and Intellectual Property. She pays particularly close attention to one’s Risk Management, stating, “One lawsuit can ruin your whole morning!” Finally, managing the tax maze effectively stops the leaks in one’s proverbial financial boat.

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 managing the sequence of return risk as well as the challenges inherent in increased longevity.

An International Motivational Speaker, Amazon Best-Selling Author & Certified Grief Coach, Debra has helped hundreds of clients face and conquer their money fears and attain financial security.  She uses humor and every-day analogies as well as her  prowess in simplifying complex financial concepts.

Debra has authored three books, Ms. Morrison's Dictionary of Useful Financial Investment Terms, Common Sense Money Guide for Women, and My Husband Died, Now What? A Widow's Guide to Grief Recovery & Smart Financial Decisions.

Debra's special personal attributes, coupled with her wealth of wise experience, have given her such credibility that she has been featured on CNN, ABC, MSG's Metro Money and CNNfn, as well as being quoted in The Wall Street Journal, USA Today, Nation's Business, Ladies Home Journal and several others.

She is the recipient of the Marquis' Who's Who Women of Influence Award and is listed in Marquis' Who's Who in Finance & Industry, Who's Who of American Women, as well as National Register's Who's Who in Executives and Business. In 2008, Debra was named one of New Jersey's Best 50 Women in Business as well as Women's Fund of New Jersey, Extraordinary Women in Finance, and 2011's Leading Woman Entrepreneur & Business Owner of New Jersey.

Debra's passions include world travel, scuba diving, golf (don't worry, her handicap is very high), skiing, boating and photography.

"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 to 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 talk "money," unlike my financial planner that I currently have.  I would recommend this to everybody. We all deserve to know the truths about money and Debra does just that! Thanks a lot!"

 ~ Melissa

"Debra's presentation was very clear and she had wonderful materials. As a teacher, I so appreciate when someone can clearly teach, explain and give examples that clarify the main points."

 ~ Kim

©2022, Debra L. Morrison, WomenNavigatingFinances.com.  All Rights Reserved.