80% of die married die single - Kathleen Rehldie married die single 5 4 Average age a wife becomes a...
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80% of husbands 80% of women 5 Average age a wife becomes a widow is _____ More stats ... 1
Transcript of 80% of die married die single - Kathleen Rehldie married die single 5 4 Average age a wife becomes a...
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80% of
husbands
80% of
women
die married die single
5
4
Average
age a wife
becomes a
widow is
_____
More stats ...
1
Stress
and Her
Brain
3 Stages: Transition from Widow to Independent Woman©
Highly vulnerable time
NO big irrevocable decisions
Focus on immediate needs, settle
estate, cash flow & asset review,
file for benefits
Financial TriageNeed to be heard and understood
Breathe
1. GRIEF–Numb
“Financial Steps” done
Basic estate planning,
investments & taxes
Pre or post-retirement issues &
house decisions
General Planning
Cognitive functions normalized
Balance
2. GROWTH–Journey
Reinvention; repurposing;
independence
Advanced estate and charitable
planning
Special family issues
Sharing stories, values & aspirations
for future generations
Advanced Planning
New life evolves
Fulfillment
3. GRACE–Transformation
Taking care of me Taking care of business Taking care of more
FEEL FINANCIALLY SECURE
Kathleen M. Rehl, Ph.D., CFP®, CFT™ Author of Moving Forward on Your Own: A Financial Guidebook for Widows1 Listen more, talk less
2 Help her feel safe and secure
3 Encourage taking time--DFZ
4 Avoid clichés
5 Be her “thinking partner”
6 Show compassion and care
Connect
10
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Attract
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2
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Financial Transition Mentoring for
LindaA Collaborative Client from Lawrence Financial Planning, LLC
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Evidence-Based Findings
and Recommendations
3
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So here’s
the deal
How do you
connect and
resonate
with
widows?
What research questions
should we ask next?
THANK [email protected]
www.KathleenRehl.com
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