How to Prepare Financially When Illness or Injury Strikes

Having the proper insurance, savings, and legal documents in place can help prevent a health crisis from turning into a financial crisis.

Line up people to manage your care and finances.

Plan how to keep your business open.

Can you afford to keep your business running without the revenue you personally generate?

If you can’t consider purchasing business overhead expense insurance to help cover your business’ rent, utilities, and insurance, as well as your employees’ salaries and benefits, if you become too ill or injured to work. And depending on the coverage you choose, this type of insurance can even help cover the salary of someone to replace you while you recuperate.

Plan how to pay the bills.

Copper Leaf Financial is a fee-only, fiduciary firm and we can help you by providing advice on all financial matters. With offices in Williston and Rutland, Vermont, we develop a customized wealth management (financial) plan designed to integrate every aspect of your financial life. This is "true wealth management" - a holistic, all-encompassing approach that goes beyond just investment advice. Call us today at (802) 878-2731 to schedule a strategy session and begin building your road map to financial success.

Article published in Copper Leaf Financial publication Eye on Money - September 2018 issue.