About Debra L. Morrison
Speaker, Author, Financial Coach, Certified Grief Coach
Wondering who that little girl with the lamb is? It’s Debra, who was raised on a farm and learned early on the values of taking responsibility as well as how to plan and plant for maximum harvest.
Lessons learned on the farm have served Debra and her clients well over the years and she looks forward to having those lessons, plus her 42+ years as a financial industry expert serve you.
Enjoy the video below of Debra’s father explaining the importance of having many tools.
International Motivational Speaker, Award Winning Author, Financial Coach, and Certified Grief Coach
Debra has authored 3 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. She is also a Certified Grief Coach and an International Motivational Speaker.
Debra is driven by the desire to share financial nuggets that help women feel empowered about their finances & their lives, regardless of circumstances.
“I’m passionate about connecting, learning and teaching!”
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 plans and managed 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.
She has since retired from active financial planning and asset management and now serves as a Speaker, Trainer, and the Founder and Chief Navigating Officer of Women Navigating Finances.
Yes, she’s equally passionate about alerting women to pitfalls to avoid as well as charting and then navigating each woman’s finances.
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 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.
- 1982 Passaic-Bergen Life Underwriter of the Year
- 2011 Leading Woman Entrepreneur & Business Owner of NJ
- 2008 New Jersey’s Best 50 Women in Business
- 2008 WFNJ Extraordinary Woman in Finance
- 2012 Grief Coach Academy Coach of the Year
- 2022 Celebrate You Woman of the Year
- She is listed in Marquis’ Who’s Who in Finance & Industry & Who’s Who of American Women as well as Nationwide Register’s Who’s Who in Executives and Business.
- Adjunct Professor – Fairleigh Dickenson University, NJ
- Past President – Passaic-Bergen Life Underwriters Association
- Philharmonic Orchestra of NJ – Past Board Member
- Past President – Estate Planner Council of Bergen County
- Past Treasurer – Kirkridge Retreat Center
Debra supports the following charities:
Myriad media sources tap Debra’s wealth of experience. 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, New York Times, Business Week, Family Money, Garden State Woman, Investment News, Dermatology Business Management, Journal of Financial Planning, Money, CNN Money, Financial Advisor, America Online’s Moneywise, The Star Ledger and Reader’s Digest.