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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

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Focus Areas

  • CERTIFIED FINANCIAL PLANNER
  • Comprehensive Fee Based Financial Planning
  • Fee Based Investment Management
  • Qualified Retirement Plans
  • Estate Planning

Contact Us

  • Address: 3150 Crow Canyon Pl Suite 200 San Ramon, CA 94583

  • Phone: Office: (925) 277-2649

  • Email: kdobson@dwassociates.com

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Disclosure

*Kirk Dobson offers products and services using the following business names: David White & Associates 013 insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SPIC 013 securities and investments | Ameritas Advisory Services (AAS) 013 investment advisory services. AIC and AAS are not affiliated with David White & Associates.  

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.  

FINRA is located at www.finra.org. SIPC is located at www.sipc.org.

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