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Fresh Start Package

Service Price

$1,500

$2,500

Complexity

Assets up to $750,000

Assets over $750,000

Welcome to your fresh start!

 

Dealing with the aftermath of divorce on yourself, your children, and the people you love can make financial decisions fall to the bottom of the pile. After a transformation as complex as divorce, it’s challenging to know exactly what you need to do to protect yourself and move forward. The sooner you get a clear snapshot of your current circumstances and clarity around your next steps, the sooner you can start building your ideal life.


It may be hard to think long-term right now, but take a moment to imagine how it will feel to greet your future with clarity, excitement, inspiration, and hope. We are here to help you rebuild your financial future by creating a financial plan focused on coordinating your new goals and priorities with what you actually received and how long it needs to last you. 

  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, divorce decree, etc.               

  • Initial Financial Plan Creation based on what you received

    • Set new goals & priorities

    • Chance of Success for various scenarios

    • Action Steps

    • Access to online plan for 6 months

  • Divorce decree execution guidance 

  • Unlimited email access to Kristi for 1 year                                                                                                                                                                           

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