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Debb Whitlock
  • Female
  • Seattle
  • United States
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Honored to be a guest on I'm Thankful Radio with Sue Lundquist and Shawn De'Nae Eddy
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Started this discussion. Last reply by Matt Larsen Sep. 27, 2009.

Who is Bellevue's Woman of The Year?

Started Aug. 26, 2009

 

Debbie Whitlock - Personal Investment Strategies For Women at Sound Financial Partners

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What's your occupation?
Investment Strategies for Women
What's your vision? (Your vision is about what inspires you and what's possible for you and the world)
To create a platform for women to have power with their investments after finding themselves suddenly single.
What's ONE specific goal that you most want to succeed? (*Goal* they are just the milestone to your vision.)
Develop 20 new client relationships in 2009.
What are the next one to three things you need in referrals, connections, insight that would move your goal forward.
Introductions to estate planning and divorce attorneys, as well as CPAs - in particular those familiar with Collaborative Law.
What's your website address (if you have one)
http://www.soundfinancialpartners.com

Debb Whitlock's Blog

Debb Whitlock

Are you successful?

I just posted my most recent entry on my blog....follow me and share your thoughts.

Posted on May 6, 2009 at 9:15pm — 1 Comment

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At 11:32pm on February 12, 2009, Meg said…
Hi Debbie,

Excellent niche. I do hope to have an opportunity to network with you and find out how you help single women. It's a huge market and so is single motherhood unfortunately. Many of my clients starting out were just that - women who for one reason or another were single and wanting to invest in real estate and the security of a home for themselves and/or their children.

As I said, I would like to talk if we have the opportunity to be at the same event. Until then take care and God bless you with wisdom for yourself and your clients ~ Meg...
At 2:47pm on January 30, 2009, Sue Lundquist said…
how are you gorgeous?
At 2:56pm on January 25, 2009, Denise Eider said…
Thank you Debb. I'll phone you this week.
At 8:46pm on January 23, 2009, Denise Eider said…
Hi Debb,

New to CNP, so I hope it's okay to ask here... I am interested in talking with you to find out if I may be a good fit to be one of your 20 new clients this year. Your website was useful, and I think I answered yes to each of the front page questions:) Look forward to talking with you soon.

Denise
At 8:20am on December 12, 2008, Mary Beth Ingersoll said…
Deb -
What a delight you are! I am so glad we were partnered up to play "the game". I will keep your intentions in mind and work on being an advocate for you. I'm looking forward to getting to know you better. Take Care my new friend! Mary Beth
At 1:11am on December 12, 2008, Khue Dang said…
It's truely a small world!! What is your calendar like next week? Do you have for us to simply catch up? Please call me 206-854-5115.
At 10:19pm on December 10, 2008, Cyndi O'Neill-Dady said…
Hi Deb,
Good to see you today at the CNP Coaches Luncheon! You project such great energy, and warmth. Thank you for the way you show up, and for your stand for making a difference. Your friendship is a blessing to me.
Cyndi
At 8:36am on December 3, 2008, Tamra Fleming said…
Thanks Debb! I'm just delighted to be reconnecting with the world after a few months of transition! I live in Central Oregon now and am building a local and global community. I still come to Seattle every few months, I will make sure to connect when I come up there again! I would love to hear more about how you and your business are doing! Happy Holidays!
At 4:15pm on December 2, 2008, Gerri Tyler said…
Hi, Debb.
How nice of you to think of me! I'd love to connect sometime soon and see how we could help each other in the coming year. I know a good collaborative law person, too. Will you be at eWomen on Thursday?
At 7:03pm on November 28, 2008, Karen Johanson said…
I am personally very interested in financial planning ideas for women + I can contact you with at least one attorney relevant to your needs. Let's have coffee + chat!
 
 

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