The Goals Life Timeline course shows you proven process for establishing your short and long-terms goals and creating an investment strategy that supports you in achieving them.

Using her 42+ years of experience, Debra gives you guidance in determining which types of investments are best for your goals incrementally over the course of 1 to 7 years (and beyond.)

2 Training Videos & Goals Life-Timeline Worksheet (Value $30)

Whether you're ladened with a mound of debt or are eager to reduce the amount of debt (and expenses) you're carrying so that you have more to invest, this Debt Reduction Guide gives you expert guidance in assessing your current situation, identifying spending triggers and gives you a roadap for moving forward to achieve your goals with confidence.

In-Depth Guide & 4 Financial Worksheets & Templates (Value $67)

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 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 your Financial & Leadership Coach. 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 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.