My Story from the Heart 

When my husband died it felt like a big part of me died, too. I lost the love of my life and the dreams we shared. But that pain helped motivate my own story--moving from heartbreak to breakthrough. After his death, I wanted to use my gifts to help my widowed sisters and their advisors. 

This purpose became my calling. It began with writing a guidebook for widows. Today it continues in my "encore career" through speaking, writing, mentoring and doing research.

Thanks to all of you who participated in our latest research project -- "Love & Money: How Widowed Persons Navigate Romance and Finance." More than 4,000 individuals responded to our online survey.  We expect our scholarly report to be published in February, 2017. 

Discounts available for larger orders.

When the time is right, give this guidebook to your widowed clients or friends as a compassionate gift.

Click eBooklet cover to download
your free copy.

Are You Working Well with Widows?

More than 1 million women are widowed every year in our country. According to the U.S. Census Bureau, we’ll soon total 13 million. No woman wants to join this club, which is a heart-breaking event. But 70% of all married women will experience widowhood, and 80% of women will die single. Yet 80% of all men die married!

It’s reported that 70% of widows change advisors after their spouse dies. That’s because their advisors didn't "get them" . . . didn't understand their grief and their widow’s journey. Didn't understand the personal side of financial planning was just as important as the technical side.

Want to learn more about serving this fast-growing demographic?  You may freely use and share tools on this site, as long as you credit the author(s) and do not change the content. Blessings in your work with widows, who need and want your services.