What We Do

With over 27 years of experience, Debra Ohstrom, CFA shares her wealth of knowledge to give women the tools they need to understand the depths of finance and investing through her online courses. She provides resources to women to take them from confused and intimidated to empowered and in control.


My Money Plan  Challenge

A 30 Minute 1 on 1 Coaching Call to go along with 13 videos and step by step directions to build a new you with confidence and clarity for your financial future.  Easy to follow along and understand how your emotions, values and goals impact decisions and download the guides and worksheets to put your financial life on the right track.  



The Keys to Investing Course

Two 30 Minute 1 on 1 Coaching Calls along with this beginners course to walk you through the basics of building your own investment mix of Mutual Funds or ETFs tailored to your goals.  You will understand  the biggest mistake to avoid which can save you thousands of dollars over time.  This includes Samples of Investment combinations based on different Money Goals so you can easily understand how to build the right investment mix for you. 

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- Donna Weinstock

"I feel more confident now that I understand how financial planning and investing fit together. Debra is fun to listen to and I will definitely sign up for her next course!"

"The Keys to Investing Course makes investing so easy to understand. I feel confident now in my investments and secure about my future goals.
This course is great for anyone who wants to get started with investing."

-Diane Castonguay, CPA

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Quarterly Research Subscription

Do you want to make sure your investments stay on the right track? 
Receive my quarterly recap on how the markets have performed and keep up to speed on any possible economic risks in the future.  All delivered right to your inbox on a quarterly basis and for less than a bottle of Wine! 


There are questions to ask yourself to help you understand goals, time frame and risk.  Download this FREE Guide to walk you through risk and your money goals!

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