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

What is Your Bliss List?

April 29, 2024 • Christopher Dale

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In this week's episode I talk about the idea of a Bliss List. I did not create the idea or resource, but I do use it in practice for myself and with clients. Basically, a Bliss List is an idea list of things you would like to do or accomplish if time or money were no object. I like to keep things simplistic and remove barriers to happiness in life. I am happy to say that I have accomplished many things on my Bliss List as well as helped many others accomplish theirs.

The Bliss List was created as a tool through my experience as a Certified Financial Transitionist®

Cheers & see you on the next episode!

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