The 5 Milestones

To Creating Intentional Wealth:

Get immediate access to 5 video training sessions taught by Debra L. Morrison CFP®, financial worksheets & workbooks, and progress tracking journals, all for just $497 $197

"If we're not given wealth, we'll create it. If we're given wealth, we'll protect it and create more!"

Are you ready to take control of your financial destiny?

Why This Course Is Different
As a CFP® with over 42 years of experience and a Master’s Degree in Retirement Planning, I’ve distilled hundreds of financial principles into 5 essential milestones. This isn’t just another financial course – it’s a transformative journey designed specifically for women who are ready to take charge of their financial future.

With over four decades of experience as a CERTIFIED FINANCIAL PLANNER™ and Asset Manager, I specialize in empowering women to take control of their financial futures. My approach combines professional expertise with practical wisdom gained from years of helping women just like you achieve their financial goals.

We Can Do Finances, Women. Yes, We Can! Yes, We Are!

The Hard Truth About Women & Finance:

But here's the good news: It's never too late to change your financial story.

What Makes This Program Unique:​

Here's What You'll Achieve:

The 5 Milestones:

Radical Responsibility – Understand your financial starting point and take control

Discovering Your Why – Create your personal financial vision and roadmap

Emotional Intelligence in Finance – Master the psychological aspects of wealth building

Essential Money Truths – Learn time-tested wealth creation strategies

Advanced Strategies – Discover sophisticated techniques for wealth preservation and growth

Get immediate access to 5 video training sessions taught by Debra L. Morrison CFP®, financial worksheets & workbooks, and progress tracking journals, all for just $497 $197

My Promise to You:

By the end of this course, you'll be able to say: "I am now confident, empowered, and accountable in my finances, and it feels great!"

After joining us, their golden years became their greatest years…

“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

“Her advice on finances is right on target. She’s full of wit and wisdom. She will save you money and you’ll have fun laughing at the same time. …I highly recommend Debra Morrison.”

- Aurora Winter

“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

Get immediate access to 5 video training sessions taught by Debra L. Morrison CFP®, financial worksheets & workbooks, and progress tracking journals, all for just $497 $197

About Debra L. Morrison

 With an impressive 45 years of experience in her wake, Debra Morrison is the preeminent Financial and Leadership Coach for mature women looking to reclaim their untapped prosperity and potential. From growing up on a farm as a little girl having to untangle her own limiting beliefs about the morals around money to helping her clients decades later do the same, her vast experience and down-to-earth approach makes her one of the most sought-after financial experts for women in the world.

Debra has been featured on CNN, ABC, MSG’s Metro Money and CNNfn, and quoted in WSJ, USA Today, Nation’s Business, The New York Times, Ladies Home Journal, Business Week, Family Money, Investment News, Journal of Financial Planning, Money, CNN Money, Financial Advisor and Reader’s Digest. She is listed in Marquis’ Who’s Who in Finance & Industry & Who’s Who of American Women as well as Nationwide Register’s Who’s Who in Executives and Business.

In 2008, she was named one of NJ’s Best 50 Women in Business and honored that same year by the Women’s Fund of New Jersey as an Extraordinary Woman in Finance. She is also a bestselling author, whose breakout book, My Husband Died, Now What? has helped thousands of women gracefully cope with the loss of a loved one and rebuild their financial foundations.

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