Kathleen M. Rehl, Ph.D., CFP®, CFT

Inspiring my "widowed sisters" in transition and their advisors

Video clip from a Moving Forward on Your Own Workshop for Widows, Wives & Friends. 

Sharing Insightful Expertise and Experience



Kathleen Rehl is a leading authority on widows and their financial issues. A widow herself, she's passionate about inspiring her "widowed sisters" in transition and their advisors. Kathleen is the author of the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows


Her 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 more. Enthusiastic sponsors of her presentations include financial firms, industry affiliates, nonprofits, and professional organizations and U.S. Army  Survivor Outreach Services centers worldwide.


After 17 years of providing personal financial advice, she closed that business in late 2013. She now has more time for speaking, teaching and writing in her new firm, Rehl WEALTH Collaborations LLC. She 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 these ladies to move forward on their own . . . yet not alone. Kathleen’s core values shape her practical suggestions that assist professionals understand and work effectively with widowed clients.