Complete Financial Checklist

Financial self-care and well-being mean periodically taking inventory of your finances. With the full picture, you can decide how to solve issues and pursue goals. This comprehensive checklist can guide you through a proactive review of your finances every year.

This checklist was authored by a third party and Copper Leaf Financial makes no representation and takes no responsibility for the accuracy of the information presented. It is published by Copper Leaf Financial as a service to our clients, business associates and friends. Recipients should not act on the information presented without seeking prior professional advice. Additional guidance may be obtained by contacting Copper Leaf Financial directly at 802-878-2731.