Guest Debra Morrison

Wouldn’t YOU love to be sitting pretty when it comes to money, finances and financial security?

Join us for this week’s Wow Wednesday with Debra L. Morrison, a 42+ year financial industry expert comes to us for the pure purpose of giving us guidance and suggestions on how to chart our own course for financial security and independence. Debra is committed to ensuring that women are equipped and empowered to make informed choices that allow them to live the life they desire now as well as being able to live their dream future.

You’ll learn a variety of money mindset and money skillset strategies that you’ll be able to bring into your life and apply quickly (either discussing with your financial advisors or taking some steps on your own.)

If you desire more prosperity and wealth, then this is a WOW that you want to be sure to get in on!

It’s time to make friends with money and delight in all the ways it can serve you, your loved ones and your future!

Debra L. Morrison, CFP®, MS, AEP

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.

Debra is quick to define finances as the entirety of one’s life, including and 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.

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