Kathleen M. Rehl, Ph.D., CFP®, CFT

Inspiring my "widowed sisters" in transition and their advisors

According to the U.S. Census Bureau, 
we widows 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 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 passionto 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 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.