AdvisorTouch provides consulting and resources to financial services companies so they can work more efficiently and deliver exceptional services to their clients.

After providing specialty college planning services as part of the firm's holistic financial planning services in the greater San Diego area, Deborah formed Fox College Funding LLC to expand this niche service nationally to help families across the U.S. reduce their college expenses. Fox College Funding is a specialty planning company that works with clients on a project basis. For more information go to www.FoxCollegeFunding.com.
Fox College Funding was recognized nationally for its… Show more After providing specialty college planning services as part of the firm's holistic financial planning services in the greater San Diego area, Deborah formed Fox College Funding LLC to expand this niche service nationally to help families across the U.S. reduce their college expenses. Fox College Funding is a specialty planning company that works with clients on a project basis. For more information go to www.FoxCollegeFunding.com.
Fox College Funding was recognized nationally for its expertise in providing "late stage" college planning services to parents with a college-bound high school student. Rather than focusing on saving for college, this stage of planning focuses on identifying strategies to minimize the out-of-pocket costs of college and how to pay for college most efficiently with the resources that parents have available to them. 
Deborah and her team develop personalized college funding plans for families using the proprietary planning process she developed over the past twenty plus years. Deborah has been interviewed and quoted by national media such as Wall Street Journal, Kiplinger's, Smart Money, Newsweek, Business Week, Financial Planning magazine, Investment News, and others.
Deborah had also provided continuing education to professionals such as CPAs, attorneys, high school and college counselors and other financial advisors. She also spoke at industry conferences on advanced college planning topics. Show less

Deborah has left Financial Alternatives to be able to devote more time to her consulting company, AdvisorTouch (www.AdvisorTouch.com) so she can help other financial advisory firms deliver exceptional service to their clients and work more efficiently.

Deborah started in the financial advisory business in the broker/dealer space in 1987. She formed and launched her Registered Investment Advisory (RIA) firm, Essential Planners in 2017. Deborah completed the merger of her RIA firm, Essential Planners with Financial Alternatives in July of 2021.