Chris Dale
CERTIFIED FINANCIAL PLANNER™ and Certified Financial Transitionist® who founded Life After Grief Financial Planning, specializing in guiding clients through financial and emotional transitions after loss and end-of-life planning.
Best podcasts with Chris Dale
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Mar 5, 2026 • 37min
Planning Without Next of Kin | Maddy Roche & Chris Dale, CFP®, CeFT®
Chris Dale, CFP® and Certified Financial Transitionist® who founded Life After Grief Financial Planning, brings grief-informed, practical end-of-life planning. He recounts real cases of setting powers of attorney, managing medical crises without next of kin, coordinating rehab and hospice care, and why a professional fiduciary team matters for protecting decisions and finances.
