Press Release-Read All About It

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Press Release!!

Sometimes you have to pat yourself on the back.  During COVID, I decided to take the opportunity hone my personal and professional skillset with formal education and scientific theory.  I liken the experience to becoming a CERTIFIED FINANCIAL PLANNER™, but focusing on the emotional side of money.  I am not only a CERTIFIED FINANCIAL PLANNER™, but a Certified Financial Transitionist®. Pretty stoked about the accomplishment! More importantly, I am happy to help advisors service their clients in grief.

See below for some of the formalities and a link to the Press Release…   

 

“As a Certified Financial Transitionist®, I understand human transitions on their deepest levels. I know what influences the way we think and act when our world has suddenly and irrevocably changed. I’m able to identify when a transition is going well, and I have tools to further enhance the experience. And if a client is struggling with their transition, I know how to keep them safe and help them work through their difficulties.” 

What is a Certified Financial Transitionist® (CeFT®)?

Every person will experience at least one of the following major life transitions, and the likelihood that more than one at a time will be experienced increases with age. 

  • Inheritance

  • Loss of a parent

  • Loss of a spouse

  • Divorce

  • Major career change

  • Retirement

  • The sale of a business

  • Insurance settlement

  • Pro sports or entertainer contract

 See the full press release here

Chris Dale