# Life After Grief Financial Planning

Life After Grief Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/chris-dale-life-after-grief-fp

## Regulatory record

- **CRD number:** 288358
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288358

## About

LIFE AFTER GRIEF FINANCIAL PLANNING is a state-registered investment adviser in ORLANDO, FL. The firm manages approximately $42 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services

## Questions

### Who typically seeks services from Life After Grief Financial Planning?

The firm's core client is a surviving spouse—often a widow aged 55 or older—who needs help managing life insurance proceeds, retirement accounts, and Social Security survivor benefits after a partner's death (per the firm's name and public practice description).

### What specific financial tasks does the firm handle after a spouse's death?

Services include assisting with the probate process, updating beneficiary designations on accounts and policies, restructuring retirement assets into inherited IRAs, coordinating with an estate attorney and CPA, and building a post-death cash-flow plan that accounts for reduced household income and potential estate tax liability.

### Why would a widow need a specialist rather than a general financial planner?

After a death, the surviving spouse faces time-sensitive decisions—including whether to take accelerated survivor benefits, how to handle inherited IRAs' required minimum distribution schedule, and whether to keep a paid-off home—that generalist advisors seldom encounter. A specialist understands the legal and emotional sequence needed to avoid costly errors.

## Related profiles

- [QVR Advisors](https://altss.com/profile/qvr-advisors)
- [CMG Financial Consulting](https://altss.com/profile/cmg-financial-consulting)

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Last updated: 2026-06-03T20:00:00.000Z

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