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.