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 terms easy to understand.

When Marie realized that she was getting questions DAILY from friends, clients and family related to helping aging parents, updating family finances, 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. You can also visit her at