Make These 3 Time-Sensitive Moves to Help Protect Your Financial Fresh Start

The 4 key actions to assemble "Team YOU"

The 11 fast-and-easy tasks to cleanup your financial paperwork

The 5 easy moves to map out your financial fresh start

Feeling Burdened by Divorce?

"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.