Financial Coach

Debra L. Morrison: 

Certified Financial Planner™

  • Master’s Degree in Retirement Planning
  • Accredited Estate Planner

“It is so critical to avoid making mistakes in the last ½–the best ½–of your life so that you can maximize your retirement and your legacy. Yet, I encounter so many people who are paralyzed by the fear of making a mistake that they do nothing, which can be even a BIGGER mistake!”

Debra Morrison atop Lava Rock Mt Kilimanjaro

Debra utilizes her 42 years of experience to translate complex financial concepts into easy-to-follow practical steps to:

  • identify and manage risks
  • save for college, the `smart’ way
  • design a diversified investment portfolio
  • determine when best to collect Social Security
  • strategize the best source of retirement cash flow
  • minimize income and/or estate taxes

Debra is passionate about educating women on Investing, Tax Minimization, and Strategic Retirement Planning, so their money outlives THEM!

She warns, “Compounding can work against you, just as powerfully as it can work FOR you!”

Debra Morrison CFP

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