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Common reasons
people contact me

Reason one

Saving enough for retirement, children’s education or weddings, or other long-term financial goals

Reason two

Handling an inheritance or another windfall

Reason three

Preparing for marriage or divorce

Reason four

Facing a financial crisis such as a serious illness, layoff or natural disaster

Reason five

Caring for aging parents or a disabled child

Reason six

Coping financially with the death of a spouse or close family member

Reason seven

Buying, selling or passing on a family business

Why you may need my services


If you feel you do not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life, then I can help.


You may want help getting started. You may be stuck and don’t know how to move forward. You may feel the need for an objective, third-party perspective on what are often emotional, difficult decisions.


In today’s hectic world, it can be beneficial to have a financial expert looking over your shoulder to double-check your planning efforts and make sure you stay focused and follow through with your financial plans.

Send me a message

Get in touch. Let's discuss ways we can start working together.

Debbie Sassen is a financial planner and money coach who helps clients build a healthy and confident relationship with their wealth.

© 2017 Debbie Sassen