We work with clients to create and implement financial plans that strive to help them achieve financially independent lifestyles and build generational wealth. We offer personalized and innovative strategies tailored to each client’s unique planning and investment objectives.
helping families manage finances effectively
Why You Should Work with a CFP® Professional
Choosing a CERTIFIED FINANCIAL PLANNER™ (CFP®) ensures you work with a professional who meets rigorous ethical and educational standards. A CFP® Professional:
- meets strict ethical and educational standards.
- completes extensive training, holds a Bachelor's degree, and engages in ongoing education.
- passes a comprehensive exam and has over three years of experience.
- abides by a fiduciary standard, prioritizing clients' interests.
Debra L. Nelson, MSFS, CFP®, CASL®, has been serving clients since 1982, offering personalized financial planning, investment, tax strategies, asset preservation, retirement, and estate planning.
With a passion for empowering families to manage their finances effectively, Debra fosters trusting relationships and takes a holistic approach to discover clients' unique goals. She is dedicated to helping you understand and take advantage of financial opportunities, helping create a secure legacy for the future.
TEDx Talk "What's Your Exit Plan?" | Debra Nelson
Family Love Letter | Debra Nelson
Introduction to eMoney Personal Financial & the Financial Planning Process
Break Free from Financial Limits: Watch "Life in a Box"
Feeling boxed in by traditional financial planning? In this insightful video, Personal Financial and eMoney showcase how advanced tools and personalized strategies can help you unlock more freedom and possibility in your financial future.
» Life in a Box
Ready to take the next step? Contact us to explore how we can help you create a plan that breaks through the limits and aligns with your goals.
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