My Money Plan

Build your Financial Plan and Reach Your Goals

Course Summary

Learn how to create your own customized Financial Plan What you'll get:
- 13 video lessons to take control of your financial future Slides and worksheets to guide you through the topics
- All you need to know to create your own 5-Part Financial Plan
- Access to a Private Facebook Group to get additional questions answered Ideas on Apps and resources for you and your kids, worksheets to talk to you kids about money and much much more!  

This is perfect for you, if you:  
↠ are ready to finally feel confident with your finances
↠ want to know how to build a financial plan for yourself
↠ are ready to start on the path to financial stability
↠ Want to take care of your future self

Debra Ohstrom

Debra Ohstrom, CFA has worked in the financial industry for over 27 years at firms such as Merrill Lynch, Morgan Stanley and Citi Private Bank. She has had a variety of roles around investing and building client portfolios to help them achieve their goals.  She has earned an MBA in Finance and the Chartered Financial Analyst designation and now wants to bring her expertise directly to you in a clear and understandable way so you can build a money plan and have the confidence to start taking action to have your money growing for you. 

Jacqui Cianci, 34 yrs           

 “I wish I had this information sooner! Debra makes it easily understandable for people who don’t know the language of finance and even makes me laugh!"

Course Pricing

  • Build Your Money Plan
  • $147 USD

    This Course will walk you through Building Your Own Financial Plan so you can get your Financial Health on Track!

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  • Video Step by Step Trainings
  • Build Your Plan Journal
  • Worksheets and Downloads