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