For Women

Femme FinanceTM Investment Study Group

Join us the third Wednesday of every month for this free round-table discussion of women’s financial goals and needs. The meetings are held at our Bellevue office from 6:30 pm until 8:00 pm for your convenience.  Following are the 2009 dates:

  • January 21st – Give Your Money What It Wants and Get What You Want
  • February 18th – Investment Strategies for a Recovering Market
  • March 18th – How to use Real Estate in your Investment Strategy
  • April 15th – Investment Illusions
  • May 20th - Real Estate Investing Part II
  • June 24th – How to Fill the Buckets of Money
  • July 15th
  • August 19th
  • September 16th
  • October 21st
  • November 18th
  • December 16th

Want to register or learn more?

Contact Debbie for details or to get the latest Femme FinanceTM newsletter.

Financial Planning

mother and daughterThe life events of divorce and death of a spouse are devastating. Having a financial partner to guide you through this process can protect you during this particularly vulnerable time and prepare you to continue a full, enriched and empowered life.

Debbie Whitlock has a special focus on women clients and their particular needs.

Whether you are a single, widowed, or currently partnered, you must take care of your financial health.

Contact Debbie today for a friendly conversation about your current situation and long-term goals.

“I just have to say that when I first met Debbie I wanted her to be my financial advisor then and there. She had never met me or I her and we were referred to her by my daughter. Debbie came to our home and advised me on insurance choices we were making, never asking for anything from us. She assisted me and thanks to her it was the best insurance choice we ever made. Three months later my husband was diagnosed with pancreatic cancer to which she had suggested taking out a cancer policy. Thank goodness we did. My husband was treated for 8 months and this insurance helped us stay afloat. He passed away the end of August and I have continued the policy for me.

Since his passing I contacted Debbie again to assist me with my many life changes. She came right over, concerned for me and so helpful with everything I had to deal with. She has transitioned me into a life plan for my later years, always giving me the support I so need. I always felt confident and at ease with any suggestions she has had for me.

Thanks to Debbie, I know with her help I will be taken care of when I need it. Debbie always was on time and has always kept in touch with me thru emails or phone calls or a quick visit. I feel like we are truly friends and business partners. She is a professional woman who cares for her clients and her clients care for her.” — Jeanne H., Auburn