Some Of Our More Popular Services
We educate, advise, coach and implement for your financial future.
Your Financial Plan
Your Financial Plan is your roadmap from where you are now to where you want to go. Yogi Berra said, “If you don’t know where you are going, you might wind up someplace else.”
We start with your goals, needs, wants and wishes. We gather all your financial data in order to do a thorough analysis. Then we analyze the data and run different scenarios of your choosing. Once you are satisfied, we print out a final plan, empowering you to know where you are going and how you are getting there. The intention of the plan is to give you a way to see how each financial decision affects everything else, and the whole plan. Who would think about going on vacation without knowing the destination?
Financial Coaching
Financial Coaching is an excellent way to increase your financial literacy and your understanding of finance, economics or any financial area to which you’d like to pay particular attention. Financial Coaching goes beyond planning in that it is helping you put together all the information you need for a plan. Financial Coaching will address your specific questions and issues in a one-on-one setting in-person, online, or over the phone.
Investment Advice
Through Cogent Independent Advisors, Inc, I research, analyze and monitor your investments so you don’t have to.
If you know your plan, but would rather have someone else research, analyze and monitor your assets, then let me guide you. My goal is to provide personalized recommendations that meet your needs, timetables and desires/ These recommendations can be easily outlined and put into action.
Learn How Achieving Your Financial Security Begins with Your Knowledge…
Understanding is key to learning about achieving financial security for you, your family, and your life! Many financial organizations keep you in the dark about how to use your money as a tool to help you achieve your own financial goals. We strive to educate you about your finances. This knowledge also gives you a sense of empowerment and confidence to help you create more certainty in an uncertain world of change. Learn more about Deborah’s latest book and get your own copy and get educated today!