In her role as Client Operations Specialist at Flournoy Wealth Management, Debbie provides administrative and operational support for all investment clients. She is passionate about making sure that our clients are well served in an efficient and caring way! Debbie brings years of experience in the financial services industry to FWM.
Securities, Financial Planning, and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. The LPL Financial Registered Representative associated with this website may only discuss and/or transact securities business with residents of the following states: CA, CO, MO, NV, TX and WA.
Securities, Financial Planning, and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. The LPL Financial Registered Representative associated with this website may only discuss and/or transact securities business with residents of the following states: CA, CO, MO, NV, TX and WA.
Services
Successful long-range financial planning and management, especially in these turbulent times, requires real knowledge. It means knowing how to identify trends as they are forming, to take full advantage of market conditions while staying true to your long-term planning objectives. Skill is hugely important.
I know this territory, I've been there. That's why a special focus of my firm are women who are going through major life transitions - including widowhood and divorce. We run a financial plan with several 'what if' scenarios. This often brings a healthy dose of reality to a woman's financial picture.
The first we thing we'll do is to focus on your goals, objectives, priorities and values. To grasp that picture, we'll start by asking you to fill out our Confidential Questionnaire. We can send this to you in an email, or you can download it from our website. If you bring originals, we'll return them to you at our next meeting.
More than most years, it's hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a surprisingly sharp reversal, a hotly contested election where passions ran high, the impact of lockdowns-it was an unusual year of extraordinary challenges.
As a result of divorce, you'll often be required to make a series of big decisions that can have long-term consequences. Even people who are financially sophisticated need expert guidance during a divorce. As a Certified Divorce Financial Analyst, I can help. I can offer you the support, education, and financial planning knowledge you'll need to make the best possible decisions regarding your financial future.
