Guest Debra Morrison
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.
For more information go to https://womennavigatingfinances.com/