Set Yourself Up for Financial Success This Year

Are you ready to take control of your finances in 2025? We have all the resources you need in one convenient location so you can easily take inventory of where you stand financially.

Copper Leaf Financials’ new resource page, Get Your Financial “Ducks in a Row” is designed to help you review what you already have in place and determine what you still need to do to put yourself on the path to financial success.  From a detailed financial “scorecard” to practical, achievable checklists – it’s all right at your fingertips.

  • Create a reasonable, attainable financial checklist.
    • Consolidate your 401(k) and IRA retirement plans from previous employers
    • Investment allocation review
    • Review all of your insurance policies
    • Review estate planning documents and identify any that are missing
    • Consider tax consequences throughout the year
  • Define your financial priorities.
    • Build an Emergency Fund
    • Debt Reduction
    • Home Ownership
    • Retirement Planning
    • Education Funding
  • Commit to a reasonable, practical budget.
    • Begin by tracking your expenses for two months
    • Then, using the data collected begin a list of what is allowed and practical and attempt to apply the 50/30/20 Rule
    • Try committing to your own achievable variation of the “No Buy 2025” TikTok trend

Check out Get Your Financial “Ducks in a Row” today and put yourself in a better position to achieve financial well-being and peace of mind!

At Copper Leaf Financial we focus on ALL areas of financial planning, not just investments. Click here to learn more about our holistic approach to wealth management and contact us today to schedule a free consultation.

Empowering families through financial planning

Recipients should not act on the information presented without seeking prior professional advice. Check with your advisor about your specific situation or contact Copper Leaf Financial at 802.878.2731.