Your Amazing Itty Bitty® “After” Financial Checklist

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About the author

Marie Burns, CFP

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