Welcome to your Women Navigating Finances Chief Guide, Debra L. Morrison, CFP®, MS, AEP

An International Motivational Speaker, Amazon Best-Selling Author & Certified Grief Coach, Debra has helped hundreds of clients face and conquer their money fears and attain financial security. She uses humor and every-day analogies as well as her financial prowess in breaking down complex financial concepts into bit-sized nuggets.

Armed with over 4 decades of experience working with couples, widowed folks & singles nearing retirement, she 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.

Debra’s special personal attributes, coupled with her wealth of wise experience, have given her such credibility that 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, Business Week, Family Money, Garden State Woman, Investment News, Dermatology Business Management, Journal of 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, managing 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.

Seeing, and listening to, a growing number of women express their ignorance around their finances and a fear even in how to take the first steps towards correcting that, she has created a coaching curriculum to address these and other popular concerns.

Yes, she’s equally passionate about alerting women to pitfalls to avoid as well as charting, and then navigating each woman’s finances. She’s quick to define finances as the entirety of one’s life, including yet not limited to assets in Real Estate, Financial Assets, Notes Receivables, SS, pensions, Business Interests and Intellectual Property. She pays particularly close attention to one’s Risk Management, stating, “One lawsuit can ruin your whole morning!” Finally, managing the tax maze effectively stops the leaks in one’s proverbial financial boat.

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.

An International Motivational Speaker, Amazon Best-Selling Author & Certified Grief Coach, Debra has helped hundreds of clients face and conquer their money fears and attain financial security. She uses humor and every-day analogies as well as her prowess in simplifying complex financial concepts.

Debra has authored three 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.

Debra’s special personal attributes, coupled with her wealth of wise experience, have given her such credibility that 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 and several others.

She is the recipient of the Marquis’ Who’s Who Women of Influence Award and is listed in Marquis’ Who’s Who in Finance & Industry, Who’s Who of American Women, as well as National Register’s Who’s Who in Executives and Business. In 2008, Debra was named one of New Jersey’s Best 50 Women in Business as well as Women’s Fund of New Jersey, Extraordinary Women in Finance, and 2011’s Leading Woman Entrepreneur & Business Owner of New Jersey.

Debra’s passions include world travel, scuba diving, golf (don’t worry, her handicap is very high), skiing, boating, and photography.