Kathleen's world changed forever when her husband and business partner died of cancer in 2007. Then five weeks later her widowed mother also passed. It was from her personal grief experiences that Kathleen's life purpose evolved—helping other widows to be more self-confident, knowledgeable and secure about their money matters. She is passionate about empowering her widowed sisters to take control of their financial futures.
Her loss motivated Kathleen to publish Moving Forward on Your Own: A Financial Guidebook for Widows (2010). This guidebook helps widows stabilize their new financial situation, avoid making big mistakes following their loss, and make progress in their changed life. New widows, especially, are in such a fragile emotional state, vulnerable to acting on inaccurate, or worse, unethical advice provided by untrustworthy sources. She presents information in an easy-to-understand manner, along with issues of the heart, to help a widow face her very different life ahead.
Frequently invited to speak on the topic of widows and their financial issues at national and regional events, Kathleen has also been published in many sources and quoted in numerous magazines, newspapers, and books—both in print and online. Mutual Funds magazine previously named Kathleen as one of the country's 100 great financial planners.
She is a member of the Alliance of Cambridge Advisors, a national group of fee-only financial advisors providing comprehensive planning. She is also a member of the National Association of Personal Financial Advisors, the fee-only planners' association.
Volunteer work includes serving as a board member of the national Evangelical Lutheran Church in America (ELCA) Foundation. She begins each day with expressions of gratitude for the many blessings in her life before heading out on a brisk walk or bike ride.