Take control of your financial future with newly found confidence, guidance, and clarity. Together, we’ll build the life you deserve.
SHOW ME HOW
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!
READY TO GET STARTED?
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 women still aren't being served well by the Financial Advice Industry so they don't take Action and don't know who to Trust. Through my Courses or One on One Coaching, women can become confident and empowered to take action and build the wealth they deserve.
A series of step-by-step video guides to easily creating a custom financial plan to keep you on track and reach your financial goals.
An easy to understand course that walks you through building a Mutual Fund or ETF investment portfolio mix that is right for you and your goals.
I NEED THIS
Subscription based Quarterly Investment Research breaking down market returns throughout the year and highlighting future risks.
I NEED THIS
90 minute Coaching call to get your Financial Health on track and start investing for your future.
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. Whether you want to invest on your own in low fee index ETFs or have meaningful conversations with your Financial Advisor, I make sure to break down money and investing into easy-to-understand sections.
MORE ABOUT ME
Finally get the big picture in Plain English on Financial Advice Services, Good Questions to Ask and What Fees to Expect!
Recent Business Insider article where I share the top 4 tips for women when it comes to investing.
read the article
“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