TRANSFORM YOUR UNCERTAINTY ABOUT MONEY INTO CLARITY AND CONFIDENCE
Helping Women, especially Widows, Educators, Pre-Retirees and Retirees navigate tax and financial decisions and create an individualized plan that advances them toward their goals
Kathleen Stapleton, CFP® Practitioner
Enhancing Women's Wealth & Wellbeing
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Choose Your Path Forward
I offer two distinct approaches to help you achieve financial clarity and peace of mind. Choose the path that resonates most with your current needs.
Financial Planning
Comprehensive financial guidance for smart money decisions, retirement planning, and wealth building strategies.
Holistic Care and Coaching for Widows or Women Dealing with Loss
Compassionate support combining financial guidance with emotional healing for women navigating life's transitions.
Financial Planning Services
Whether you're just starting your financial journey or looking to optimize your existing strategy, I provide personalized guidance tailored to your unique situation.
👨👩👧👦 Families seeking smart money decisions
Comprehensive financial guidance for families looking to make informed decisions about budgeting, saving, and investing for their future.
🔄 People in transition with a job or marriage
Navigate major life changes with confidence through strategic financial planning during career transitions or relationship changes.
🏖️ Anyone contemplating retirement
Comprehensive financial guidance for families looking to make informed decisions about budgeting, saving, and investing for their future.
💰 Making smart decisions about a windfall
Navigate major life changes with confidence through strategic financial planning during career transitions or relationship changes.
Ready to Take Control of Your Financial Future?
Schedule a consultation to discuss your specific financial goals and create a personalized plan that works for you.
Holistic Care and Coaching
Life transitions can feel overwhelming, especially when dealing with loss. I provide compassionate support that addresses both your financial needs and emotional wellbeing during these challenging times.
🤍 Women navigating widowhood
Compassionate support and practical guidance for women adjusting to life after the loss of a spouse, combining financial planning with emotional care.
💪 Those facing divorce
Navigate the financial complexities of divorce with confidence, ensuring your financial security and future stability during this challenging transition.
🌱 Navigating Grief and ways to cope with Stress
Comprehensive financial guidance for families looking to make informed decisions about budgeting, saving, and investing for their future.
✨ Creating clarity from chaos
Transform overwhelming financial situations into clear, manageable steps forward with structured support and expert guidance through life's uncertainties.
"You don't have to navigate this journey alone."
— Kathleen Stapleton, CFP® practitioner
Ready for Compassionate Support?
Take the first step toward healing and financial clarity. Schedule a gentle consultation where we can discuss your needs in a safe, supportive environment.
Your Financial Roadmap
Every successful journey begins with a clear path. Let me guide you through a proven process that transforms financial overwhelm into confident action.
Assessment
We discover where you are today financially and emotionally.
Vision
Together, we create a clear picture of where you want to be.
Strategy
I develop a personalized roadmap tailored to your unique situation.
Implementation
We put your plan into action with ongoing support and guidance.
Growth
Watch your confidence and financial security grow over time.
Your Financial Roadmap
Every successful journey begins with a clear path. Let me guide you through a proven process that transforms financial overwhelm into confident action.
"There are those who travel and those who are going somewhere. They are different and yet they are the same. Successful people have this over their rivals: they know where they are going."
— Mark Caine
Ready for Compassionate Support?
Take the first step toward healing and financial clarity. Schedule a gentle consultation where we can discuss your needs in a safe, supportive environment.
Hello
I'm Kathleen Stapleton
As a CFP® practitioner and Certified Life Coach, I bring a unique blend of financial expertise and compassionate support to help women navigate their most challenging life transitions.
My approach goes beyond traditional financial planning. I understand that money decisions are deeply personal and often intertwined with our emotions, especially during times of loss, change, and uncertainty.
Whether you're planning for retirement, navigating widowhood, or simply seeking greater financial confidence, I'm here to provide the guidance, support, and expertise you need to create a secure and purposeful financial future.
"My mission is to transform your financial overwhelm into confidence, helping you create not just wealth, but wellbeing."
Ready to Transform Your Financial Future?
Take the first step toward financial confidence and peace of mind. Schedule your complimentary consultation today.
Wat to Expect When Working Together.
📝
Assessment
We'll discuss your current situation and goals
🎯
Strategy
I'll outline potential approaches tailored to you
🚀
Next Steps
We'll create a clear path forward together
📞 Call: (626) 333-9084 | 📧 Email: [email protected]
"Your financial future is worth investing in today."
— Kathleen Stapleton, CFP® practitioner
Claim Your FREE 17-Page SMART Goals 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:
"I believe there are better days in your future!" - Coach Kathleen
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.