Guide to Creating Your Charitable Giving Statement
All of us at Copper Leaf Financial believe in the…
Financial Inventory Worksheet
Copper Leaf Financial has created this worksheet to assist estate…
Survivor Checklist: What to Do After the Death of a Loved One
Having to deal with the death of a loved one…
Planning for Incapacity – What Are Your Options?
This document outlines your options for managing finances in the…
Trusted Contact Form
A trusted contact is a person (18 or older) you…
Women & Finance: Battling the Gender Pay Gap
The gender pay gap is still prevalent and remains to…
Copper Leaf Financial Welcomes Erica Dixon
WILLISTON, Vt., May 15, 2023 – Erica Dixon has joined…
Can Investing in ESG funds help you meet your financial goals?
ESG (Environmental, Social, and Governance) investing has gained a lot…
This is how winners of the Nobel Prize in Economics invest.
Do you want to know how *winners of the Nobel…
Wealth Advisor
UPDATE: New team member added, but we are always open…