Navigating Life Transitions: Reflections from a Financial Planner

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In this final episode of the season for 'Real Talk with Life After Grief,' I reflect on a recent conference for certified financial planners specializing in life transitions. I share moving stories from two speakers, Toby and Alexi, who discussed their personal experiences with IVF and child loss. These stories highlight the profound impacts of grief and how such experiences shape financial planners to better assist clients through transitions. I also delve into the techniques and tools I use to help clients navigate these challenging periods, emphasizing communication preferences and managing expectations. Finally, I discuss the concept of a 'bliss list' to envision a fulfilling future post-grief and preview my new venture into video podcasting inspired by my sons. Join me in this heartfelt episode as we explore the emotional side of financial planning.

Merry Christmas, Happy New Year and Happy Holidays!!!

Cheers and See you in 2025.

#financialplanning  #lifetransitions

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