No More Money Fears!

 

SPEAKER

You can book any number of female speakers on the topic of money and personal finance, yet very few are actually managing money for clients; i.e., practicing Certified Financial Planners™ who are accountable for clients’ portfolio success.  Debra has 33+ years’ experience managing money for clients, and with her Master’s Degree in Retirement Planning, she takes the responsibility very seriously.  She loves to leverage her wisdom beyond her client base with live speaking events, live and teleseminar workshops and educational CDs and DVDs.  Debra’s living where the rubber meets the road, deciphering daily economic and financial events, all the while mindful of income tax considerations on her clients’ investments.  This confluence of talents and her ready wit and sense of humor all serve to make Debra your natural speaker choice for your next event. 

“I love speaking to groups large or small and watching the light bulb come on as women realize their past conditioning has nothing to do with their actual ability to now understand financese, money-talk and how to invest wisely for maximum income in retirement.  Here are some of my current topics”:

• Wise Widows Walk:  One Step At A Time, From Recovery Of Loss To ABCs Of Financial Fitness
• Knowing What You Don’t Know About Money: What You Don’t Know Could Bankrupt You!
• Money As A Second Language: Translator Of Financeese To Everyday Woman Speak
• Financial Recipes To Make Your Dough Rise:  Managing Risk To Ensure Your Money Lasts LONGER Than You
• The WISE Women’s Guide to Investing: Watchful, Inquisitive, Strategic and Empowered Women Succeed With Their Money And Lives

EDUCATOR

I’ve written and developed these Books, CDs and DVD products to answer some of the most commonly asked questions and to steer you in the direction of achieving your goals—financially and personally.  I invite your comments as to what you find helpful and what you wish to hear more about. 

My goal is for women to overcome both negative socialization around money, and negative family messages around money, and use money as the tool it is; a tool to helping us get what we want in life.  I’m passionate about translating money jargon into everyday speak, often using analogies so that women can effectively get into the money game today and WIN! 

Knowledge is power, and knowing what to focus upon will save you hundreds of hours of nosing around in all the wrong media places.  Remember, the press’ goal in keeping you engaged in their drivel is FAR different, and generally in direct opposition to your money goals. 

As with any medium-to-long term worthy goal, let’s view this challenge to manage our money with resolve, rather than feeling victimized by our money.  Let’s invest like the pros, and receive the financial rewards accordingly.  Walk with me on this financial path then, as WISE women–W is for Watchful, I is for Inquisitive, S is for Strategic, and E is for Empowerment.  We Can Do It Women!™

Audio Set:

• Wise Women’s Approach To Financial Investing
• Holiday Spending

Books:

• Common Sense Money Guide For Women
• Ms. Morrison’s Dictionary of Useful Financial Investment Terms
• New Widow Financial Lifeline

MONEY MANAGER

Debra L. Morrison, CFP®, MS, AEP

Even in these volatile economic times, Debra’s client retention rate is over 97%, which means her clients continue to trust her advice and recommendations.  She is adept in translating white-male investment jargon into every day, understandable terms, using analogies to educate her clients on what’s important to focus upon; deciphering financial nuggets from the press’ “noise”.  She is a fee-only Certified Financial Planner, affiliated with Trovena, LLC, a SEC Registered Investment Advisor, based in Redondo Beach, CA.  She does not sell or earn commission of any financial products, nor on any referral to other professionals, and is held to a fiduciary standard in dealing with her clients.  This simply means that she puts the clients’ interest and goals first, charging a fee which is generally a percentage of the assets she manages.  You can rest assured there is no conflict of interest; her income goes up only when her clients’ portfolio value goes up; conversely her income drops when her clients’ portfolio value drops.

Debra completes at least double the annual continuing education credits required to hold the Certified Financial Planner™ designation, both to stay current on legislation, tax changes and planning strategies, yet also ever attentive to learning new communication methods to aid her clients in understanding and growing comfortable with investing.  Debra’s key component to maximizing client’s net worth is to identify and manage risks, of course.  Her Master’s Degree in Retirement Planning and her earning the Accredited Estate Planner designation have prepared Debra to specialize in proficient planning for the last ½ of client’s lives, when the magnitude of mistakes is otherwise palpable.

Click Image to see Debra's Bio

Trovena, LLC follows a Wealth Management model that assures clients of personal attention in the areas Wealth Transfer, Wealth Preservation, Wealth Enhancement and Investment Consulting.  Although Trovena, LLC is specifically designed as a Wealth Management firm catering to High Net Worth families with a net worth generally between $3 and $20 million, Debra is committed to providing financial services for women, regardless of net worth, and has a referral network established in the event she cannot work with you directly.  She is passionate about women receiving quality information and education, so for Fee-Only Wealth Management Services, please contact Debra at Debra@Trovena.com or by phone at 800-620-4232 x705. 

If you would like to schedule a complimentary initial 15 minute consultation please click here.

It’s not enough to “get money right” once, we must consistently both protect and grow our portfolios.