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Standard of Care - Financial Checklists


At Denver Wealth Management, every member of our team is committed to our Standard of Care—a written process that details exactly how we plan to manage your wealth. As your life evolves, our Standard of Care helps keep us both on task, so that your plan adapts to any changes in your personal situation.

Whether it's time for a new car or time to start thinking about college for your young ones, we hope you can utilize our Standard of Care checklists in your own personal financial lifestyle. 

Can't find what you're looking for? Send us an email or give us a call and we would be happy to draft up a list tailored to your financial situation. 



Your Checklist for Life in Your 20's Download


Your Checklist for Life in Your 30's Download


Your Checklist for Life in Your 40's Download


Your Checklist for Life in Your 50's - Download


Your Checklist for Life in Your 60's - Download


Your Checklist for Life in Your 70's Download


Your Checklist for Life in Your 80's - Download


Your Checklist for Buying a New Car - Download


Your Checklist for Children with DisabilitiesDownload


Your Checklist for Sending Your Child to College - Download


Your Checklist for the Death of a Spouse - Download


Your Checklist for Divorce - Download


Your Checklist for Eldercare Download


Your Checklist for Estate Planning - Download


Your Checklist for Executor & Trustee Roles Download


Your Checklist for Identity Theft Download


Your Checklist for an Injury on the Job - Download


Your Checklist for Job Loss Download


Your Checklist for a Natural Disaster Download


Your Checklist for Starting a New Job Download


Your Checklist for Newlyweds - Download


Your Checklist for Retirement Download


Your Checklist for Starting a Business Download


Your Checklist for Terminal Illness - Download