FOUNDER PERSPECTIVE
"After going through my own unexpected divorce, I realized the struggle facing couples as they separate. You are full of shock, sadness, fear and not in the best frame of mind to be making future altering decisions. Despite my years as a financial planner, during that period I needed unbiased input and support from outside sources.
Often times there is a spouse that was considerably more involved in a couple's finances. My mission at New Path Planning is to empower and educate those who were adding to the family in other ways."
No matter what stage of your divorce journey, New Path Planning has a solution for you
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Support
No matter what stage of your divorce journey, New Path Planning has a solution for you.
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Guidance
Let us help take the emotions out of the process by showing you in black and white how what you decide today could impact your financial future.
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Education
My mission at New Path Planning is to empower and educate those who were adding to the family in other ways.
Our areas of focus include
8.05/Financial Affidavit Assistance
Preparing for a divorce requires a lot of homework with very little instruction. The financial affidavit is the foundation of your divorce case — and getting it right matters.
Let us help you think through what you have been spending and how much you will need going forward.
We provide a summary note for your attorney explaining our findings, red flags, and anything still needed.
Lifestyle or Expense Analysis
Not sure where your money has been going — or what it actually costs to run your household?
We build a clear, detailed picture of your marital lifestyle and monthly expenses. This is essential for support calculations and for understanding what you'll need after the divorce is final.
Income & Asset Division Scenarios
Not all assets are worth the same after taxes. A $200,000 IRA and $200,000 in a brokerage account are very different in your hands.
We analyze proposed divisions for after-tax value, capital gains exposure, and retirement account tax treatment — so you know what you're actually getting.
Settlement Review & Scenario Modeling
Misunderstandings of tax consequences, retirement plan nuances, and asset valuations can amount to significant lost dollars.
Before you agree to anything, see what it actually means.
We model multiple settlement scenarios side by side — showing you the real financial outcome of different choices, including the tax implications. Keeping the house versus taking the retirement account are not equal trades. We show you exactly why.
Post-Divorce Budgeting & Life Planning
Likely your goals and circumstances have now changed. Once the decree is final, what does your financial life actually look like?
We build a realistic post-divorce budget from your actual settlement and income, and can run projections showing your path forward — including what steps you need to take to reach your retirement goals.
Carrying Out the Divorce Decree
The work doesn't end when the decree is signed.
We help with implementation — dividing retirement plans, updating beneficiaries and account titles, and making sure awarded assets are properly managed going forward.
No matter what stage of your divorce journey
Empower and educate
Often times there is a spouse that was considerably more involved in a couple's finances.
My mission at New Path Planning is to empower and educate those who were adding to the family in other ways.
No matter what stage of your divorce journey, New Path Planning has a solution for you.
How We Charge
Commitment Fee
We understand that if you haven't already, you will be paying an attorney a considerable retainer fee. We do not want to add to your financial stress and therefore charge a minimal "commitment fee" to get started. This will range from $750 to $1,200 depending on complexity and scope of your needs.
Flat-Fee Packages —
Starting at $750
We believe you should know what things cost before you commit. Most clients choose one of our three flat-fee tiers, so there are no billing surprises mid-case.
Additional Services — Hourly Rate Applied
As your case evolves, services can be added without a new agreement, billed at your established hourly rate. This includes post-divorce budgets, post-settlement updates, lifestyle analysis, and attorney consultations.
We do not want to add to your financial stress
Is a CDFA® Worth It?
Your attorney bills $250–$500 per hour. Every financial question you bring them is billed at that rate. We handle the financial analysis at a flat fee — with specialized expertise your attorney may not have.
See how our pricing compares: https://www.newpathplanning.com/pricing
