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.

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

  Includes:

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• 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