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Day One Until Done

Service Price

$2,500

$4,500

Complexity

Assets up to $750,000

Assets over $750,000

About your New Path Partner

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.

Let us help you with everything from the initial homework, financial plan, settlement review, and post divorce execution.

  Includes:

  • Complimentary phone, zoom, or in person meeting to see if we are a good fit ​​​​

  • Data Gathering - Assets, liabilities, income & expenses, tax returns, budgets, etc.                     (The same information you will need for the divorce proceedings plus spouse's info)

  • Preliminary 8.05/financial affidavit preparation based on defendable historical, current & future needs

  • Initial Financial Plan Creation

    • Set new goals & priorities

    • Chance of Success for various scenarios

    • Action Steps

    • Access to online plan for 1 year

  • Settlement strategizing & scenario modeling

  • Settlement review and evaluation, including spousal ability to pay analysis

  • QDRO review

  • Divorce decree execution guidance

  • Updated plan based on what was actually received

  • Unlimited email access to Kristi for 1 year                                                                                                                                                                            * Note: Lifestyle expense analysis is a separate service

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