Step 1: Schedule your Call

Click on the calendar icon above to get started.

Step 2: Prepare for your Call

Once scheduled, we will send you a list of items to think about prior to the call.

Step 3: Talk to Us

We will discuss your goals and how we can best serve you.

Step 4:  Engage our Services

Our engagement will begin with a signed agreement outlining the scope of services to be provided.

What is the Process?

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