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Most people have given some thought to what they would do if they won the lottery. Very few people, however, have considered the impact of receiving a substantial amount of money as a result of a death, disability, or divorce. David specializes in helping individuals go through these difficult times by allowing you to weigh all of the options, including the ones you think sound crazy. For example, you might not really plan on moving to Paris to start a bakery, but David believes in the power of helping clients explore the “what if?”

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David has experience working directly with clients' family and estate attorneys* while going through the following situations:

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• Affidavit of Financial Information*: At the early stage of a divorce, attorneys will ask you to provide them with a detailed accounting so that they can complete an Affidavit of Financial Information. The process of collecting all of this information can be incredibly daunting, and understanding it all can feel like an insurmountable task. David can help you understand exactly what you need to collect and then use this information to create a comprehensive financial plan so that you can begin focusing on your new, post-divorce life.

• Vocational Analysis**: Part of your divorce proceedings may involve having an expert provide a vocational analysis; a written opinion of how much you could earn for a living. Many people can’t imagine what their life would look like living on that number. With a comprehensive plan, David can help you understand things like how much of a house you may be able to afford, whether it makes financial sense to go back to school, and how long you will need to work before you can retire.

• Inheritance: Picking up the pieces after a loved one has passed away is incredibly painful. David understands the complicated emotions involved in receiving a financial windfall and how these can be exacerbated by feelings of having benefited from a tragedy. David is here to work at your pace and takes pride in advising his clients both on what matters need to be attended to urgently and which can be attended to later when you need time to heal.

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* We do not provide legal or tax or accounting advice. Please seek out your other professionals for that advice (attorney, CPA).

** We do not provide vocational analysis.

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