PPI Deans play a significant role in the evolution and transformation of the Purposeful Planning landscape. They come from a variety of professional disciplines and serving backgrounds but share a common passion for assisting legacy families and families in business to discover the pathway to flourishing lives and families. Each of the Deans are instrumental in forging the thought content and processes we are introducing through our weekly teleconferences and at gatherings such as Fusion Collaboration and Rendezvous.

Dean of
Women

Kathleen M. Rehl, Ph.D., CFP®, CFT™

Kathleen M. Rehl, Ph.D., CFP®, CFT™
Founder, Rehl Wealth Collaborations

Kathleen M. Rehl, Ph.D., CFP®, CeFT® is the author of the multi-award winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Dr. Rehl is passionate about empowering her “widowed sisters” to feel financially secure . . . and helping advisors work effectively with these women. Kathleen and her work have been featured in dozens of publications including the Wall Street Journal, New York Times,Read more...

Kiplinger’s, Money, U.S News and World Report, CNBC, Reuters, USA Today, AARP Bulletin and many more. Enthusiastic sponsors of her presentations include planning firms, industry affiliates, nonprofits, professional organizations, and U.S. Army Outreach Services centers worldwide. After 17 years of providing personal financial advice, she sold her business at the end of 2013 to devote more time to teaching, speaking and writing. Kathleen is also on the faculty of Sudden Money Institute.
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