Unexpected Life Changes

David Dick, CFP® has found himself over the years consulting with women who have found their life journeys interrupted by the unexpected. He has come alongside and helped to make the transition to being on their own as smooth as possible. At the same time, he has helped women establish themselves as their own “Chief Financial Officer” offering education and insight on multiple issues they now face. He assists with the complicated topics of social security, insurances, personal budgeting, financing and estate planning. At times, he has also found himself on the car lot or in the escrow office helping through the process of making major purchases such as cars and homes.

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