Real Talk with Life After Grief Chris

"Helping those in grief (and the advisors who support them) navigate financial matters."In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTIFIED FINANCIAL PLANNER™ to better help families in need. In 2021, I became a Certified Financial Transitionist® to complete my personal and professional experience with formal education and scientific theory. My personal experiences and knowledge of grief and loss of loved ones helps me to understand and assist families enduring similar situations. I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones.

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Real Talk with Life After Grief Chris

Widowhood Timelines

July 11, 2022 • Christopher Dale • Season 3 • Episode 6

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I wanted to follow up on last week's episode with some extended tips. If you recall, on last week's episode I had Daniel Kopp, CFP®, MA on the podcast discussing his experience gaining a new identity after the death of his spouse.

As a follow up, I wanted to provide a list timelines for widows. These timelines provide loose guidelines of things to consider immediately after the passing of a spouse. These timelines also consider who to engage for help, who to notify and what documents to begin collecting.

I appreciate the feedback and list of questions leading up to this episode.

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#widows #widowhood #widowtimelines #newidentity #trusted team

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