Attorney & Mediator Services

As you know, clients come to you emotional, irrational, and often unfamiliar on the entire divorce process. I've been there myself and can empathize and provide a level of guidance you most likely don't have time for. Let me help you from the start. I can expand on the client experience you are already providing as well as help reduce your liability associated with giving financial advice.

   Pre-Divorce

Once a client comes to you considering a divorce, I can help:

  • Set expectations gently 

  • Research their finances, and model what their future might look like so they can make an informed decision.

  • Organize their financial information so that Net Worth & Cash Flow Statements will already be accurate and prepared. This will help the process be more efficient for you if they decide to take the next step.​​

 

   During Divorce

 

As clients are presented with settlement offers or are creating their own, I can help:

  • Show the effect of these offers on maintaining their current lifestyle.

  • Identify potential financial pitfalls such as tax liability and recapture issues

  • Do any needed valuation of pensions or lump sum settlements

  • Collaborate with you to find creative solutions

  • Use the lifestyle analysis to strengthen your case and improve negotiations

   Post Divorce

Once the smoke clears, I can help rebuild their financial future by:

  • Monitoring and assisting with the execution of the divorce decree 

  • Coordinating the implementation of their final settlement with their updated financial plan.

 

To achieve the optimal working relationship, we are flexible in how we interact with clients and their attorneys. New Path Planning can work with you as a visible part of your team. Or if you prefer, we can work behind the scenes, discreetly providing you with our full range of services for your clients. Our ultimate goal is to provide you with creative financial solutions and allow you to fully focus on the legal aspects of divorce.

 

I know from experience that many attorneys are reluctant to introduce outside professionals into the divorce because of perceived cost, duplication of services, or the belief that only divorces with significant assets justify the use of financial experts. I understand your hesitation, but truly believe ​CDFA™'s have proven to be a valuable addition to attorney teams. For more insight on how we can benefit you check out the links below:

https://www.lawyers.com/legal-info/family-law/divorce/do-i-need-a-certified-divorce-financial-analyst.html

https://institutedfa.com/Lawyer-CDFA-Partnership-1/

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