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 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 or One on One Coaching, you can become confident and empowered to take action and build the wealth you desire.
What I do...
WAYS I CAN SUPPORT YOU
Quarterly Research
Newsletter
Subscription based Quarterly Investment Research breaking down market returns throughout the year and highlighting future risks.
Courses and
Education Packages
Speaking Events
Easy to follow Courses that give you Step by Step Guides to Grow Your Money.
Keynote Presentations
Breakouts
Workshops
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Yes Please
Hi, I’m Debra. Your Financial Fitness Mentor.
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
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
