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. 

My Story from the Heart

When my husband died on February 12, 2006 . . . a big part of me died, too. I lost the love of my life and the dreams he and I shared for our future ahead. But that bitter unhappiness became my new beginnings in living my REAL life going forward. Within a year after his passing, I knew that I was to use the gifts I had been given to help inspire my “widowed sisters” in transition 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 and publishing Moving Forward on Your Own: A Financial Guidebook for Widows. Today it continues in my speaking, teaching and writing focused on assisting widows.

Sharing Insightful Expertise and Experience


Dr. 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. She is frequently invited to speak at industry meetings and conferences--sharing her story and educating advisors on how to work successfully with 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.


She served widows and other clients in her personal financial planning firm for 17 years before closing that business in late 2013. She now 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 these womento move forward on their own . . . yet not alone. Her core values shape Kathleen's practical suggestions that assist professionals understand and work effectively with widowed clients.