New Path Partner

$2,500+

Having a partner throughout  the entire divorce process that truly listens and understands as well as can assess your finances objectively pre, during, and post divorce is invaluable. I want you to be confident in your new path to independence.

  Includes:

  • Complimentary phone meeting to see if we are a good fit ​​​​

  • Data Gathering - Assets, liabilities, income & expenses, etc.

  • Preliminary form preparation

  • Financial Plan Creation*

    • Goal Prioritizing​

    • Chance of Success for various scenarios

    • Action Steps

    • Access to online plan for 1 year

    • 4 meetings in person/remotely with Kristi

    • Unlimited email access to Kristi for 1 year

  • Settlement strategizing

  • Settlement review and evaluation

  • Post Divorce monitoring and direction

                                                                                                *Price may vary depending on complexity

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