Free 17-page SMART Goals Companion Guide • No obligation consultation available
CFP® | Fiduciary Financial Advisor
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.
Grief affects cognitive function in measurable ways:
Difficulty concentrating and making decisions
Short-term memory challenges
Reduced ability to process complex information
This is why critical financial decisions should be delayed when possible.
CFP® | Fiduciary Financial Advisor
Unless absolutely necessary, give yourself time to process grief before making life-altering choices about money, property, or relationships.
The CERTIFIED FINANCIAL PLANNER™ certification represents the highest standard in financial planning, requiring extensive education, experience, and ongoing ethics training.
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.
All conversations are completely confidential with no obligation. Take the time you need to make informed decisions about your financial future.
Your financial plan should reflect your dreams, not only your fears.
— 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.
Transforming financial overwhelm into confidence. Helping women, especially widows, educators, and retirees navigate their financial journey with compassion and expertise.
Kathleen Stapleton, CFP® practitionerEnhancing Women's Wealth & Wellbeing
© 2025 Kathleen Stapleton. All Rights Reserved.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.