Kathleen M. Rehl, Ph.D., CFP®, CFT

Inspiring widows in transition and their advisors . . . 
helping these women move forward on their own, 
yet not alone

How are you connecting and resonating with widows?

Segment from Kathleen's 2015 LLIS Insurance Academy keynote session

My Story from the Heart

When my husband died 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 new purposeto assist other women after the death of their spouse. It began with writing a guidebook for widows. Today it continues as I encourage advisors to work effectively with widows . . . helping 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. 


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 speaks, teaches and writes in her 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.