Wise Women & Wealth Program

A goal setting action plan, designed to help any woman who has gone through any life transition, set goals and see them accomplished.

“As a mother, wife and female business leader, I struggle with all the same issues you do. The challenge is to combine all our strengths to design the life you want to life. After working with me to develop your plan, you will be knowledgeable and confident in the financial decisions you have made. A constant review and tweak of your plan will keep it up to date and relevant. As a smart woman, you will have the confidence to make financial decisions with less stress and worry.”

Most of Debbie’s clients in her Wise Women & Wealth Program™ are intelligent and independent women, who have recently become responsible for managing their money on their own. While they are very bright women, they often lack the knowledge and confidence they need to make smart financial decisions.


What’s interesting is that it doesn’t matter what the catalyst for the transition, they all share the same concerns:

  • Will I have to live on a budget?
  • Can you assure me I will never be a bag lady?
  • Will my money last me my entire life?

Debbie uses her Wise Women & Wealth Program™ to develop and provide solutions to these problems.

  • She works with clients to build a Personal Income Plan
  • She works with clients to develop Safe Money Strategy
  • She designs and conducts Wise Women & Wealth Events

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Debbie Hartzman, unless otherwise specifically cited. The opinions expressed here are not necessarily reflective of the opinions of Professional Investments Inc., or Professional Insurance Agency. Material presented is believed to be from reliable sources and no representations are made as to another parties’ informational accuracy or completeness. All information or ideas provided should not be taken as personal advice, and should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Debbie Hartzman has no control over the accuracy or content of these other websites.