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A life-limiting diagnosis doesn’t just change a calendar. It scrambles the way people think, decide, and even talk to the ones they love, especially when money and legal choices suddenly feel urgent. We’re joined by Rose Zealand, a CERTIFIED FINANCIAL PLANNER­­™, Certified Financial Transitionist®, and death doula who’s building a rare kind of support for people facing “dying too soon” and the families around them.

We talk through Rose’s origin story, including why she launched her RIA in a way that honors her dad, and how her work connects the practical with the personal. Rose explains her three-part framework: money, meaning, and mortality. That includes cash flow changes after a diagnosis, using disability insurance and other benefits, tightening up estate planning, and getting incapacity planning aligned with real intentions. Just as important, it includes education on the dying process, space to tell one’s story, and support for anticipatory grief that starts the moment life splits into “before” and “after.”

We also get into what this looks like for financial advisors on the front line. When a long-time client becomes inconsistent, avoidant, or overwhelmed, most advisors were never trained for the behavioral and emotional side of finance at end of life. Rose shares how she partners with advisors in an advice-only, time-bound engagement that reduces pressure, creates clarity, and helps clients feel grounded enough to make informed decisions. We close with a candid reflection on legacy, preparedness, and what it means to truly practice what we preach.

If you want more on Rose’s work, visit deathandmoney.com. 

📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands--When Money, Trauma, Grief and Racism Collide.

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