Debbie Peterson , P3 Personal Cash Flow Coach

Debbie is a delightful woman with a huge commitment to having everyone experience a sense of freedom as it relates to finances.

 

Deb coaches in the areas of:

  • Personal Cash Flow Management

  • Transition Planning - New or lost job, marriage, divorce, relocation, retirement
  • Income and Expense - Budgeting and Forecasting
  • Wealth Creation - Traditional and Alternative Strategies
  • Wealth Management - Maitaining and Enhancing Results, Tax Planning
  • Wealth and Income Protection - Risk Management and Insurance Planning
  • Wealth Distribution - Business Succession
  • Planning, College Funding, Retirement Income
  • Planning, and Estate Planning.
  • Debt Reduction
  • Investments

Debbie’s background in project management and strategic planning, as well as her expertise in cash flow management, greatly enhances clients’ potential for financial success. Debbie pioneered the concept of Cash Flow Management as a critical (and missing piece) of traditional financial planning. Her 18 years of experience as the senior manager of Trust Operations and Technology with a major bank in upstate NY provide a unique perspective for our clients in how banks use velocity of money concepts to increase profits and why these same principals will work for individuals.

For a session with Debbie Peterson, please complete our contact us form