Kathleen M. Rehl, Ph.D., CFP®

Speaker · Author · Trusted Guide

 

"Congratulations on your very powerful presentation at the Women Advisors Forum.  I was so impressed at your ability to put into words the inexpressible emotions of a new widow.  You are doing incredible work in helping advisors understand how they can best help women who have lost their partners."

Eleanor Blayney, CFP, President - Directions, LLC

Consumer Advocate for CFP

 

Dr. Rehl is a leading authority on the subject of widows and financial planning. She is frequently invited to give presentations across the country on this topic—both to women’s groups and advisors who assist widows.

 
She is an educator at heart, stemming from her work as a university professor years ago. Now her “classrooms” include conferences, women’s circles, professional meetings, non-profits, webinars and podcasts, congregations, and more.
 
From her personal grief experiences as a widow, Kathleen’s life purpose evolved—helping widows to feel more secure, enlightened and empowered about their money matters. She is passionate about helping her “widowed sisters” take control of their financial future.

 

Kathleen wrote Moving Forward on Your Own: A Financial Guidebook for Widows after her husband’s death. She and her book have been featured in almost three dozen magazines, newspapers and professional journals. These include The New York Times, Wall Street Journal, Kiplinger’s, AARP Bulletin, U.S. News & World Report, Consumer Reports, Investment News, Bottom Line and many others. The guidebook has received 8 national awards.

Kathleen and her staff have provided comprehensive, life-centered financial planning for clients since 1996. She was previously named as one of the country’s 100 Great Financial Planners by Mutual Funds magazine. To devote more time to writing and speaking activities, Kathleen closed her practice to new clients some time ago.