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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

AS FEATURED ON

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

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

    Coach Kathleen Stapleton

    CFP® | Fiduciary Financial Advisor

    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.

    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.

    🔒

    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.

    "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.

    Claim Your FREE 17-Page SMART Goals Companion Guide

    Navigate your financial journey with clarity and confidence — designed especially for widows and women facing life transitions.

    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

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    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