Dee Lee is a retired Certified Financial Planner and a CFP Board Emeritus® member. She received a diploma in Financial Planning from Boston University
and her MBA from Simmons College.
She dissolved her successful financial planning practice for individuals many years ago so that she could devote all of her energies to educating the financial consumer. She is a founding member of the Financial Planning Association (FPA) and served on their national Board of Directors and the Boston chapter.
Dee’s focus is financial education. To give her audience more resources she has written several financial books which are outlined below.
Her latest financial book, Money, is often used as the workbook for her seminars. Dee believes that to achieve true financial success you will have to move beyond the basics and learn about money management. This books lays it all for you.
Women & Money, is a book for women and about women’s struggles with their finances. The first half of the book is about putting a financial plan into place and getting your financial life in order. The last six chapters cover the financial roles women assume during their adulthood, wife, ex-wife, widow, mother, daughter or partner. This is a must read for every woman.
The Complete Idiot’s Guide to Retiring Early is all about catching the golden ring before age 65.
Let’s Talk Money is a book written to help the reader understand the maze of personal finance.
Dee’s first book, The Complete Idiot’s Guide to 401(k) Plans, is essential resource material for the retirement plan participant. Her earlier books are out of print but can still be found on Amazon.com.
But the book she would tell you that she loves the most is Moynihan Memories. Moynihan Memories is based on a series of bedtime stories Dee has been telling her granddaughter, Cassidy, since she was two years old. Between them they have created a wonderful family, the Moynihans. Cassidy would ask for a bedtime story and challenge her grandmother with a request to get Priscilla, the youngest member of the family, into trouble in the story. And she does.
