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.
SHOW ME HOW
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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!
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 offer easy to understand finance and investing courses through my website.
If you are a Financial Advisor and want to build your practice through women investors, I can help!
Check out my Advisor Services Page.
What I do...
WAYS I CAN SUPPORT YOU
Courses and
Education Packages
Partnering with
Advisors
Speaking Events
Easy to follow Courses that give you the knowledge you need to be confident in making financial decisions!
Advisor training seminars & coaching to grow your practice by building a female client segment.
Keynote Presentations
Breakouts
Workshops
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Learn More
A Live Virtual Training for Advisors to
Build Your Practice through Women Investors
Coming June 20th!
Learn more here
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 around your money and how to set goals, budget and save and understand investing for the long term. After working in the Industry for over 25 years, I have put these courses together to give you the knowledge you always wished you had.
I make sure to break down money and investing into easy-to-understand videos so you have the information you need to be confident in making decions about your financial future.
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!
BUSINESS INSIDER FEATURE
Recent Business Insider article where I share the top 4 tips for women when it comes to investing.
Buy It Here
