Your Amazing Itty Bitty Before Financial Checklist:

by Marie Burns

Overview

This book is for you if you are starting to help your aging parents, are retired and beginning to think about the second half of your life, have been through a rough estate settling process and vowed to never put your family through the same experience and are any age and trying to get your financial house in order. Using the information in this Itty Bitty® Book, you can get financially organized, update your documents, and have peace of mind that your wishes will be carried out as cost-effectively as possible. If you want to save your family time, stress, money and preserve family relationships in the end, pick up a copy of this helpful Itty Bitty® Book today.

Product Details

BN ID:	2940161195208
Publisher:	S & P Productions, Inc
Publication date:	01/02/2019
Sold by:	Barnes & Noble
Format:	eBook
File size:	19 KB

About the Author

Marie Burns, Certified Financial Planner™, started her professional career helping people balance their diet and exercise as a Registered Dietitian. Over a decade later, she began helping people balance their finances which she has now been doing for almost 20 years. Both roles really have to do with guiding others in making 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 after they are gone, she knew she needed to write a financial checklist.

Marie’s goal is to create a Ripple Effect: the financial checklist idea 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