Debra Jacobs


– Debra creates a no-judgement zone where you will feel safe and heard, while at the same time she will hold you accountable for taking action.
– She uses Tiller for her own personal finances and with most of her clients, and will help you set it up and teach you how to use it.
– Debra will work with you to meet your specific needs, including budgeting, saving, debt pay-down, credit, thinking through major purchases, communicating effectively with your partner about money, and more.
– She works online so your location doesn’t matter.

Debra Jacobs, Ed.M., AFC, owner of Money Smart for Life, is a financial coach who helps people overcome shame, fear, and overwhelm around money and take action to master their personal finances. She also teaches financial education classes and presents financial wellness workshops across the U.S.

Debra holds an Ed.M. from the Harvard Graduate School of Education and is an Accredited Financial Counselor.

Debra helps clients set up Tiller and learn how to use it to stay on top of their personal finances.


(617) 453-8685


The Tiller Financial Professionals Directory is a convenient starting point for Tiller customers to browse a range of financial professionals experienced with Tiller’s personal finance service.

Users can browse the directory to find financial advisors, accountants, and other financial professionals who are familiar with Tiller. It’s a resource to explore options and gather contact information for potential advisors.

Tiller does not endorse any particular advisor. This directory is provided for informational purposes only and is not an endorsement of skills or qualifications. Users should conduct their own research before engaging any advisor.

Professionals are listed based on a variety of factors, including industry presence and user suggestions. However, Tiller only conducts a minimal vetting process.

We strongly recommend conducting your own further research. Interview potential advisors, check their credentials, and consider their experience and client reviews.

Here is a post covering the differences in financial certifications.

Tiller is not liable for any outcomes resulting from services provided by professionals listed in the directory. Users are responsible for their choice of professional and any resulting agreements.

We do not currently publish reviews or ratings, but this will likely change in the future. For now we encourage you to send feedback about your experience with the directory and the advisors you contact by contacting our support team.

The directory is periodically updated to add or remove professionals and to ensure the information is current.

The directory is a free resource. Likewise, we do not charge financial professionals to be listed in the directory.

Professionals interested in being listed should read this post. You can also contact Tiller’s team through our support portal. Inclusion is subject to review and does not guarantee listing.

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