CFP® Certified Gold Standard

Empowering Widows' Wealth and Well-Being

Navigate your new financial reality with a compassionate expert who understands. You don't have to face this journey alone.

70% of women will be widowed
14-15 years average widowhood

Free 17-page SMART Goals Companion Guide • No obligation consultation available

Coach Kathleen Stapleton, CFP® - Certified Financial Planner specializing in helping widows navigate financial transitions
Coach Kathleen Stapleton CFP® | Fiduciary Financial Advisor

Feeling Overwhelmed? You're Not Alone.

When my mother became a widow, her experience revealed how unprepared many women are for this transition. Despite her education and resources, she faced overwhelming decisions during a time of profound grief.

Understanding "Widow Brain"

Grief affects cognitive function in measurable ways:

  • Difficulty concentrating and making decisions
  • Short-term memory challenges
  • Reduced ability to process complex information
  • Physical manifestations: fatigue, sleep disruption

This is why critical financial decisions should be delayed when possible.

Coach Kathleen Stapleton with piggy bank - representing financial security and planning guidance

The Golden Rule of Widowhood

Make no major decisions for one year

Unless absolutely necessary, give yourself time to process grief before making life-altering choices about money, property, or relationships.

Guidance You Can Trust

CFP®

Gold Standard Certification

The CERTIFIED FINANCIAL PLANNER™ certification represents the highest standard in financial planning, requiring extensive education, experience, and ongoing ethics training.

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Fiduciary Responsibility

As a fiduciary, I am legally and ethically bound to act in your best interest, always. Your financial well-being comes first, not sales quotas or commissions.

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Confidential Consultations

All conversations are completely confidential with no obligation. Take the time you need to make informed decisions about your financial future.

CHOICE Financial & Insurance Services, Inc. - California Registered Investment Adviser

A Clear Path Forward: The 3 Pillars Framework

Your financial plan should reflect your dreams, not only your fears.

1
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Assess Your Money

Evaluate your current financial knowledge, resources, and plans

  • Insurance policies and beneficiaries
  • Investment and retirement accounts
  • Estate planning documents
  • Budget and cash flow analysis
2
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Assess Your People

Identify your support system and trusted advisors

  • Family members who can assist
  • Friends who provide emotional support
  • Financial advisor who listens
  • Estate attorney and tax professional
3
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Assess Your Future

Create a vision for a secure and meaningful life ahead

  • Financial confidence and security
  • Decisions aligned with your values
  • Supportive relationships
  • Living with purpose and joy

Start with a Single, Powerful Step

Free 17-page SMART Goals Companion Guide for Widows - Financial Planning Workbook

Free 17-Page SMART Goals Companion Guide

This comprehensive guide will help you:

  • Set clear, achievable financial goals
  • Break down overwhelming decisions into manageable steps
  • Create a roadmap for your financial future
  • Track your progress with confidence
  • Find direction during uncertain times

"I believe there are better days in your future!" - Coach Kathleen

Get Your Free Guide Now

Enter your information below to download your SMART Goals Companion Guide instantly.

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"Grief is the price we pay for love."

— Queen Elizabeth II

Your journey through widowhood is deeply personal, but you don't have to navigate the financial aspects alone. Let's work together to protect your peace, well-being, and money during this major life transition.

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