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52. Death and Money: How Advisors Can Support Clients Through Grief and Loss with Rose Zealand
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A client calls, and the news is big. A terminal diagnosis. A sudden death. A surprise windfall that should feel like good news but somehow doesn't. The plan you built so carefully is no longer the point, and the person in front of you is not the same person who sat in your office last quarter. So what do you actually do in that moment?
In this episode, Ashley sits down with Rose Zealand, a CFP, Certified Financial Transitionist, and end-of-life doula who works at the intersection of death and money. Rose founded Golden Thread Collaborative to support…
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