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The Last Time I Saw and Heard You

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As a Certified Financial Transitionist (CeFT®), I like to help people through some of the worst days of their lives. I want to protect them from those who would take advantage of them and from their own sense of urgency about what they have to do. There are very few things that absolutely have to be done immediately when someone dies.

As a teenager, my father died. I remember that day in 1969 like it was yesterday. My Dad was a CPA and a real advocate for his clients. One day he went to work and never came home. I saw him at the hospital where he apologized for getting sick. My baby sister was too young to even go to the part of the hospital where he was.

When loss hits suddenly, it is most important to take care of yourself and your family.

~Charlotte

Grief lasts a long time and there is no magic number that makes it go away. 

When my brother died last year he and Sally had been married 54 years! She misses him terribly.  We have laughed about missing him messing up the kitchen. All of the sadness and emotion create chaotic thinking and make all of us have some brain fog. Deciding to make BIG changes now is generally a mistake. What can you do? Let me or someone like me give you the Now, Soon, and Later priorities.

 As we face the Ending of life as we have known we have to focus on the Passage and a process to find the “new Normal” we seek. My mother did not know that much about the family finances because back then, it was pretty typical for the husband to handle those items. Women could not have a credit card in their name. She had lots of helpers who helped her lose a substantial amount of money. The 1973-1974 stock markets added to the problem.

It is a privilege and an honor to help those in the worst of times. Sometimes the death is the death of a lifestyle that almost kills people. Recovery for someone who has suffered from addiction also requires help. I do not want to see people lose their children, their spouses, their parents, their business, or their minds, but I am well tested in helping people through these transitions.

You can not tell a terrible problem to just back off and stay away. That pesky problem will constantly reappear until we find our new normal.

Transitions don’t have to be scary or isolating. Look for the CeFT® behind someone’s name and know that that person actually has the training to help you!

About the Author

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Charlotte Mabry, Ed.D.,CeFT, is the Founder of Delphi Wealth Management, a small RIA with a therapeutic approach to understanding our feelings and behavior about money https://delphimgmt.com/.  Established 2021.   You can reach her at charlotte@delphimgmt. or (615)210-5803 cell. 

I think meeting should be easy, not hard. I want you to feel comfortable. Finances are already tough enough.

I'll meet you wherever you are most comfortable (i.e. park, porch, your house, your office, etc.). I'll use words you understand to describe what you need and want to know.

No suits, no ties, no big, intimidating doors, no jargon.

I'm a Certified Financial Transitionist® who has a passion and skill for working with families, especially those with special needs.
Charlotte is a graduate of the School of Healing Arts, has studied Gestalt Therapy with Irv and Miriam Polster and wrote her dissertation on Locus of Control. 


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