Take Advantage of This SPECIAL INVITATION...
Special INVITATION
The 3-Part Blueprint for Your Intentional Wealth
If you're ready to leave behind stress, worry and concerns about your finances (and your life) and move forward with security and confidence this is for YOU!
What IS Intentional Wealth?
Intentional Wealth is about being empowered with the confidence and know-how to make sound financial decisions that bring you the wealth, freedom and legacy you desire and deserve.
Intentional Wealth comes about when you release past mis-steps and move forward with consistent, well-informed steps that honor your financial goals as well as your desired lifestyle.
EXPONENTIAL GROWTH
"My awareness and money and intention has grown exponentially since working with Debra. The confidence I've developed has saved me thousands of dollars."
Laura Barker, JD, BarkerBusinessSolutions.com
Small, CONSISTENT Steps
Have you ever come across these problems that always seem to hold you back?
Here's this course covers...
This 3-part course delivers exactly what you next need to move your life and finances forward so that you've got the security and confidence to create YOUR Intentional Wealth roadmap.
Financial Self-Awareness
This module guides you through the key elements of raising your financial self-awareness. We'll determine your starting place, your beliefs and set your sites on what you want to create.
Effective Money Management & Planning
Once your starting place is established, we get right to work in defining and aligning your goals, your money habits as well as your uniquely defined risk-tolerance profile.
Advanced Wealth Creation Strategies
This is where we pull back the curtain and Debra shares "What Wall Street Won't Tell You!"
You'll delight in the easy to implement strategies that have been kept secret for far too long!
Part 1
Financial Self-Awareness
1. Understanding Your Money Story
2. Money Basics & Reframing Past Beliefs
3. Financial Inventory & Goal Setting
Part 2
Effective Money Management
1. Values/Priorities & Spending Patterns
2. Debt & Risk Management & Credit Understanding
3. Retirement Planning & Investment Strategies
Part 3
Advanced Wealth Creation Strategies
1. Advanced Dovetail Strategies
2. Minimizes Taxes, Planning & Insurance
3. Estate Planning, Philanthropy & Legacy
$97
$497 Value
3-Part In-Depth Series.
3.5 Hours of Video Training & Intentionally Wealthy Woman Action Plan Workbook
Part 1: Financial Self-Awareness
Part 2: Effective Money Management
Part 3: Advanced Wealth Creation Strategies
Best Value
$1497
Work 1:1 with debra!
Instant Access to On-Demand 3-Part Blueprint
1:1 Initial Intake Session (30 Minutes) with Debra as the starting point to begin mapping out your plan
Debra's In-Depth Review of your financials to prepare for your next session.
1:1 In-Depth Session (1.5 hours) with Debra to review your goals/life timeline and co-create the roadmap for achieving your goals.
What others are saying...
Saved me thousands of dollars already!
"I saved over $2,000 on my homeowners insurance from just 1 tip from Debra." ~ Wendy C.
I love watching my money grow!
"Thanks to Debra's guidance I finally set up automatic savings and am absolutely LOVING watching my money grow!" ~ Nancy M.
You can be unstoppable too
"Having Debra's coaching prowess, honed over 42 years as a financial planner is invaluable. I love being able to ask her questions about my specific situation. She helps me cut through all the financial noise with tools that save me time and money so I can meet MY goals."
Trish Carr, International Speaker, Bestselling Author, Co-Founder of WomensProsperityNetwork.com
About Debra L. Morrison, CFP®
A retired 42-year practicing CERTIFIED FINANCIAL PLANNER™ and Asset Manager, now serving as a Financial & Leadership Coach for mature women, to alert you to the trip wires that other women have fallen prey to so that you avoid them.
This leaves you with time and energy to actually define your goals, put timelines on them and invest properly to reach those goals!
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.
SECURE YOUR SPOT NOW
You are just one step away from becoming the Intentionally Wealthy Woman you were created to be!
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