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FAQ's

Who do you work with?


New Path Planning serves both men and women contemplating divorce or already in the process of. I work with clients locally and across the south. A large part of my business is done remotely through secure channels. We also assist attorneys and mediators with the financial aspects of the divorce process.




At what point does a client contact you?


Our services are beneficial at all stages of the divorce process. It is optimal, however, to contact us when divorce is initially considered. We can help you think through potential financial issues before you take action.




What is a CDFA®?


A CDFA® (Certified Divorce Financial Analyst) is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process.




Does a CDFA® replace an attorney in a divorce case?


A Certified Divorce Financial Analyst is not a lawyer, and he/she cannot provide legal advice. The role of the CDFA professional is to assist the lawyer with financial issues related to the divorce – not to replace the lawyer. It is critical that clients seek their own legal counsel to ensure their interests are properly represented. A CDFA professional's role is to take information provided by the clients and their lawyers, analyze the proposals, and show them the results of the analysis. A CDFA will also show the financial results of different options that are suggested by their clients and/or lawyers.





Frequently Asked Questions
400 Fontaine Pl #101, Ridgeland, MS 39157
kristi@newpathplanning.com
Tel 1-844-255-4374
Fax 1-844-255-4374
 
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We serve clients across the country, especially the south. There is a lot of communication done

remotely, but we also stay on the road and would love to meet with you in person at some point!

Contact Us

We are always pleased to hear from clients, attorneys & mediators who would benefit from our services.

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