Initial Document Preparation


Help when you need it the most. Let me dig through the details and organize your info into an accurate and easily understood format.


  • Complimentary phone meeting to see if we are a good fit ​​​​

  • Data Gathering - Assets, liabilities, income & expenses, etc. 

  • Creation of the following 

    • Preliminary Net Worth Statement​

    • Detailed Cash Flow/Budget Analysis

    • Financial Affidavit (Form 805)

    *Price may vary depending on complexity

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