Christopher Dale, CFP®, CeFT® Life After Grief Financial Planning

About Christopher Dale, CFP®, CeFT®

I help 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 paternal grandmother passed from a stroke.

In 2012, I lost my oldest child.

Based on those tragic events, I changed the trajectory of my career to solely help families and individuals in grief. I decided to further my education in the field of life transitions and grief. I became a Certified Financial Transitionist®, to help clients navigate through major life events and the financial transitions that accompany them.

I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones.

If my life journey and life’s passion sounds like something that could help you, I would love to walk with you on your journey to Life After Grief.

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Recently Published

Debt Survivor Turned Coach, Elizabeth Ramos

September 20, 2022

In week's episode, I have a special guest who has come from some very humble beginnings.  Meet Elizabeth Ramos, MBA.  Liz also holds a Master of Science in Management and Leadership.  Liz is also a Certified Master Financial Coach.  On today's episode Liz talks about her own struggles as a single mother amassing huge amounts of debt in order to support her and her son.  Her story is both unique and inspirational as she describes the emotional rollercoaster debt has brought her.  She has made the transition to the other side of massive debt in which she lives a much more peaceful life.  Liz's relatable story is a gift that helps her help many folks in similar situations.   Liz also  has a gift of tranquility when helping people through their emotional struggles with debt.

For more information, please check out Liz's website https://elizabethramos.coach.

If you like this episode, please feel free to subscribe on Apple Podcasts, Spotify or where you listen to podcasts.

Please feel free to pass this podcast on to any friends, family members or colleagues. 

#debt #getoutofdebt #survivingdebt #financialhelp 

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Surrounding Yourself with Good People

September 7, 2022

In this final episode of Season 3, I discuss "Surrounding Yourself with Good People." This very concept has taken me years and a lot of grief to truly understand. As I navigated the grief journey through baptism by fire, I realized that not everyone was a good fit for my life going forward. Through the process, I had to eliminate certain individuals who brought no positivity to my life. I also had to further engage those who could create exemplary influence in my plight to help others navigate to the other side of grief. I have been very fortunate that there are so many good people who happen to support, encourage, promote and stand by my mission to help others reach Life After Grief. To those that have appeared on prior podcasts, I thank you. To those who will appear on future podcasts, I thank you. To those who have supported me and many folks in grief, I thank you.  

I would be remiss if I did not include concrete information on how to surround yourself with good people.  

 Here are some concrete steps:

1.       Identify what makes someone positive

2.      Be a positive person yourself—practice smiling

3.      Practice Self Awareness—be in the moment & accept people for who they are

4.      Perform regular audits

5.      Look for peers who want to learn

6.      Join Mastermind Groups

7.      Initiate Connections

8.      Share your true goals

9.      Share your interest

10.   Surround yourself with those you want to be

11.   Connect on Social Networking Sites

12.   Figure Out Who Brings More Energy to Your Life

I compiled this list from the following website and coupled it with my own personal experiences--https://thriveglobal.com/stories/12-steps-to-surrounding-yourself-with-positive-people/

If you like this episode, please feel free to subscribe on Apple Podcasts, Spotify or where you listen to podcasts.

Please feel free to pass this podcast on to any friends, family members or colleagues. 

As I noted, this will be the last podcast of the Season 3.  Season 4  will begin after January 1, 2023.

Thanks for listening!

#surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity #grief #griefjourney



   

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Role Modeling

August 15, 2022

In this week's episode, I talk about a chance encounter in which I was asked to mentor a young boy some 20 plus years ago. This chance encounter forged into a brotherhood. The brotherhood turned into a situation where the young boy turned into a man and would pave the way for his brothers, creating better life circumstances. I am talking about my younger brother from another mother, Ronald Street.    

I was ignorant that I was always being watched as a young man. The faith and values my parents instilled in me were noticed by a college professor. My college professor asked me to mentor a young man without a constant father figure in his life. I had no idea that this chance encounter would allow me to shape a young man to do better for his family.  

I was equally as fortunate as Ron because his mother trusted me with her special gift to give and expose him to a new world beyond the confines of a small town. My time with Ron helped me grow and mature as a young man as I constantly knew I was his role model.  

Sadly, Ron passed away at the tender age of 31. I have felt a lot of grief in my life, but this was different. I felt an emptiness because I spent so much time and energy helping Ron think beyond his current situation and bettering himself. I did take solace in the fact that Ron did pave the way for his brothers.

Ron possessed a desire to mature and pay life's blessings forward. He also demonstrated financial literacy and knowledge of ways to improve his individual life circumstance as a result of our short life together. I am forever grateful to his mother for allowing us to spend unabated time together as well as her complete trust. 

If you like this episode, please feel free to subscribe on Apple Podcasts, Spotify or where you listen to podcasts.

Please feel free to pass this podcast on to any friends, family members or colleagues. 

#brotherhood #rolemodel #lifeisshort #fortunate


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Ideal Clients

  • Caretakers
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $300+/mo + $750+ upfront
  • Hourly Fee: $250/hr
  • AUM: .75+%
  • Flat Fee: $500+

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