I Help People Get More Life from Their Money
"I founded Gallant Financial Planning in 2009 because I love showing people how to navigate money in a way that improves their lives. A financial plan that takes all aspects of your life into account is a powerful tool for making informed decisions and reaching your goals. And it’s about more than just the numbers, which is why my process starts with understanding you, and your situation, wants, challenge, and dreams. My team and I are here to help you achieve what you want and make the world a better place, and we can show you how to use your money to get there."
Debbie is a CERTIFIED FINANCIAL PLANNER™, ChFC®, RLP®, RICP® and founder of Gallant Financial Planning, a fee-only Wealth Management firm in the Washington DC area. As a management analyst, an entrepreneur, a mother and a wife, and now managing the financial and health care needs of elderly family members, financial management has been part of her personal and professional life for over 35 years. Debbie deeply believes in creating a positive impact on the world through social justice, ethical investing, and using our resources to better the world.
Specializing in client-centered financial life planning, she works closely with clients to develop personalized strategies that address both short-term and long-term needs. She strives to create a warm and friendly environment so her clients feel comfortable and relaxed. To avoid anyone feeling overwhelmed by their strategies or her recommendations, she dedicates the time it takes to offer focused, personal attention and services that are completely adaptable to each client's goals and needs. Beyond financial and investment services, she seeks to provide her clients a deeper sense of understanding regarding their financial circumstances. She believes that providing meaning to all the various parts of their financial life can impart a sense of peace and reduced stress.
Along with more than three decades of professional experience, she has advanced training and education in holistic and comprehensive financial planning, having received the Chartered Financial Consultant®, Registered Life Planner®, Chartered Retirement Planning CounselorSM, Retirement Income Certified Professional, and CFP™ designations. As a fee-only advisor, she is active in the National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association. She is also the immediate past President of the DC Metro chapter of NAPFA and previously served on the Regional Board. Debbie's a Notary Public.
Based in Rockville, Maryland, she works with clients across the country. Outside the office, she enjoys spending time with her husband, their recent college graduate son, 3 rescued Cairn Terriers, 5 fabulous "bonus" children.