Make Sure to Document Not Only Your Assets, but Your Priorities as Well to Discover Your Own Financial Reality

 

                       Financial Check-Up Quiz

 

 

            The Financial Reality Worksheets you will need

                  to get started 

 

 

            What a CDFA® professional can do for you

Not Sure Where to Start?

"Take action now to help protect yourself from unexpected tax consequences or expensive financial surprises that may be lurking after your divorce."

Kristi Tidwell, CFP®, CDFA®
New Path Planning, LLC
844.255.4374
https://www.newpathplanning.com/

 

Investment advisory services are offered through Asset Dedication, LLC, an SEC registered investment advisory firm.