We are a boutique wealth management firm that specializes in divorce planning. 

From retirement to divorce, there are rarely do overs in life's major transitions. We use our planning expertise coupled with personal experience to help clients contemplating or in the middle of divorce explore their financial options and feel confident in their decisions. We also provide planning support to attorneys representing divorcing individuals.

Reduce Your Stress.

Confidently Settle.

Rebuild Your Future.

 

1.

We will discuss your main priorities as well as your main financial concerns. We also want to use this time to get to know more about you and your family.

2.

We will get an overview of your level of involvement in the finances and what type of assets are in question.

3.

We will discuss your goals for moving forward and make sure your situation lines up with our expertise.

What We Will Discuss:

Getting Started:

Our process begins with an initial consultation call to find out a little more about your situation and outline how we can help. 

Your Free Assessment

What to Expect After Our Call:

1.

You will receive a custom proposal outlining what we feel are your biggest needs, how our strategies can help, and what the cost would be. 

2.

We will follow up to determine how you would like to move forward. Our engagement will then begin with a signed agreement outlining the scope of services to be provided.

3.

You will be provided with a comprehensive list of documents needed to move forward.

Kristi Tidwell, CFP®, CDFA®

"Our goal is to allow you to focus on yourself, your family and your future, while we provide the tools and expertise needed to help make wise financial decisions."

BWM-KLT-headshot - Final.jpg

Divorce Planning Toolkit

DISCOVER YOUR FINANCIAL REALITY

Are you considering divorce? Start getting your priorities and financials in order with our free workbook. 

Financial Check-Up Quiz

Helpful Worksheets to Get Started

What a CDFA® professional can do for you

Don't Miss Our BLOG:

Investment advisory services are offered through Asset Dedication, LLC, an SEC registered investment advisory firm. Kristi Tidwell is an investment advisor representative of Asset Dedication, LLC. Branning Wealth Management, LLC and Asset Dedication, LLC are not affiliated companies. Please read our Disclosures for full details.

2020 by New Path Planning, LLC