It’s time to transform your relationship with money.

Take control of your financial future with newly found confidence, guidance, and clarity. Together, we’ll build the life you deserve.


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Building wealth doesn’t need to be complicated or scary.

Allow me to provide you with the knowledge you need and the actionable steps to take so you can achieve your financial goals. With my wealth of experience in finance and investing, I’m here to empower you and make understanding money a breeze.

Whether you’re starting from scratch, budget and save like crazy, or want to learn how to invest to further grow your wealth—I have the perfect course for you!


I'm Debra Ohstrom, CFA and I have worked in the Financial Industry for over 25 years at firms
such as Merrill Lynch, Morgan Stanley and Allianz Global Investors.  I have had various roles over the years 
but it's all involved personal finance and investing to enable clients to achieve their goals.
 I have earned an MBA in Finance as well as the Chartered Financial Analyst designation and want to bring all of my experience directly to you.

 I believe that many people are overwhelmed by too much Financial Jargon so they don't take Action and don't know who to Trust.  Through my courses ,  you can become confident and empowered to get engaged in investing long term with an advisor or get started on your own.

What I do...


Courses and
Education Packages

Partnering with

Speaking Events

Easy to follow Courses  that give you the knowledge to Grow Your Money.

Advisor coaching to grow your practice by building a female client segment.

Keynote Presentations

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A Free Workshop on
Mastering Your Money Mindset

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Hi, I’m Debra.
Your Financial Educator.

I’m here to give you the tools to create financial strength and make your money work for you. My courses are built for those who don't know where to start and take you to TRUSTING Yourself to make good decisions for your financial future.  After working in the Industry for over 25 years,  I have put these courses together to give you a streamlined path to reaching your financial goals.

 I make sure to break down money and investing into easy-to-understand sections.

More About Me

Workbook on AMazon

A Guide to Write Your Money Goals and Start Investing 

Put your Money Plan into place and Invest for your Goals!
This Workbook helps you write out your Financial Goals and then helps you understand how to Invest for those goals.  Also included in this workbook is a $75 discount code to purchase the Keys to Investing Course so you can achieve the Financial Future you desire!


Recent Business Insider article where I share the top 4 tips for women when it comes to investing.

Buy It Here 

 “I wish I had this information sooner! Debra makes it easily understandable for people who don’t know the language of finance and even makes me laugh!"

Jacqui Cianci, 34 yrs old



Ready to build your money know-how?

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