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Your Amazing Itty Bitty® AFTER Financial Checklist

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Your Amazing Itty Bitty Book: The “After” Financial Checklist

 15 Important Actions to Complete
After the Loss of a Loved One

 Whether you: 

·        have lost a spouse, parent, friend or other family member…

·        are aware of a terminal condition and trying to prepare for what is to come…

·        are the executor/executrix and want to better understand what that role will entail…

·        are unsure about what is involved after the loss of a loved one and want to become more aware…

…then this book is for you.

 If you are facing the loss of a loved one or know someone who is, pick up a copy of this important book and get organizing today.


ABOUT THE AUTHOR

Marie Burns, Certified Financial Planner™ Professional, started her career helping people balance their diet and exercise as a Registered Dietitian. Over a decade later, she began helping people balance their finances and has been for almost 20 years now. Both roles really focus on guiding others to make positive behavioral changes.

As the oldest of four children, as well as the mother of four children, she is a natural fit for serving others as their “financial mother.” Coming into the financial industry as a second career has helped Marie avoid the lingo of finance-speak and instead focus on translating complex subjects into understandable English.

When Marie realized that she was getting questions DAILY from friends, clients and family related to helping aging parents, settling family estates, and couples worrying about how things would go when one of them is gone, the idea of a financial checklist was born.

Marie’s goal is to create a Ripple Effect: a financial checklist book acts like a rock launched into a pond where its ripples reach many more lives than she could have ever positively impacted in person.

Marie writes, advises clients, and speaks to groups. Visit www.FocusPointPlanning.com

Paperback $6.99

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