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Understanding how millennials, GenXers and Boomers approach, process and perceive work, play and financial realities.

Debra’s specialties are small business and executive planning.  She has a soft spot for working with women who find themselves solely responsible for the finances of their businesses or families due to circumstances they did not anticipate such as illness, death or divorce.   Debra enjoys teaching clients the fundamentals of planning for immediate, short term and long term financial goals and covers cash flow analysis, risk management, and investment planning including preparing for retirement, college and windfalls such as awards from lawsuits and inheritances.

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