Kathleen M. Rehl, Ph.D., CFP®, CFT

Inspiring my "widowed sisters" in transition and their advisors

The average age that a wife becomes a widow is about 59,
according to the U.S. Census Bureau.
We are one of the fastest-growing groups today. 

How are you connecting and resonating with widows?

From YouTube:

My Story from the Heart

When my husband died on February 12, 2006 . . . it felt like a big part of me died, too. I lost the love of my life and the dreams he and I shared for our future ahead. But that bitter unhappiness became my new beginnings in living my life going forward. After his passing, I knew that I was to use the gifts I had been given to help inspire my “widowed sisters” in transition and their advisors.


This quest became my personal calling, my passionto assist other women after the death of their spouse. It began with writing and publishing Moving Forward on Your Own: A Financial Guidebook for Widows. Today it continues in my speaking, teaching and writing focused on assisting widows.

If you are a financial advisor who wants to serve more widows in transition, I may be able to assist you. For example, consider sponsoring a local educational event for widows and other women. You can also download practical tools for advisors from this website.

Sharing Insightful Expertise and Experience

Educator  Speaker  Author  Mentor 


Dr. Kathleen Rehl is a leading authority on widows and their financial issues. A widow herself, she's passionate about inspiring other widows and their advisors. Kathleen is the author of the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. She's frequently invited to speak at industry meetings and conferences, in addition to events sponsored by advisors, foundations and other non-profit groupssharing her story with women and educating professionals on how to work successfully with  widows. 


Kathleen's work has been featured in the Wall Street Journal, New York Times, Kiplinger’s, Money, U.S. News & World Report, CNBC, Reuters, USA Today, AARP Bulletin and many more. The U.S. Army uses her guidebook in their Survivor Outreach Services centers worldwide.


After 17 years of providing personal financial advice, she now has speaks, teaches and writes in her new firm, Rehl WEALTH Collaborations LLC. Kathleen is also on the faculty of Sudden Money Institute and serves as Dean of Women at the Purposeful Planning Institute.

Kathleen has walked the walk about which she speaks and writes . . . focusing on women who have loved and lost—inspiring them to move forward on their own . . . yet not alone. Her core values shape practical ideas and tools that assist professionals to understand and serve widowed clients well.