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 we had shared for our future. But that bitter unhappiness was the beginning of my new life ahead. After his passing, I wanted to use the gifts I had been given to help my “widowed sisters” and their advisors.
This quest became my personal calling, my passion—to assist other women after the death of their spouse. It began with writing a guidebook for widows. Today it continues as I inspire advisors to work effectively with widows in transition . . . to help these women feel financially secure as they move forward on their own, but not alone.
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 groups—sharing 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.