We're excited to announce a brand new resource to help you understand some of the pitfalls and how to avoid them when making important decisions during time of crisis and change. 

Life can be especially challenging during those times because emotions get involved, and clear thinking can lose out.  Decision making during times of life transitions and crisis can be difficult and this book can help you navigate those challenges.

David has a passion for helping people make good financial decisions in all aspects of their lives, but especially in times of crisis and transition. As a result, he brought together this strong team of Southern California experts, including family and estate planning attorneys, CPAs and accountants, senior living advisors and transition specialists, realtors, psychologists, and clergymen. In this book, you will benefit from decades of experience with these experts, and you will learn how to avoid the mistakes that others have made in serious times of transition and crisis.


Order now on Amazon