Don't Give Up Yet!

$1,500+

Finances are the number one cause for divorce. Before divorce is decided upon, I can serve as a neutral third party to help you create and commit to a plan to get your financial lives back on track.

  Includes:

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

  • Data Gathering - Assets, liabilities, income & expenses

  • Basic Financial Plan Creation*

    • Goal Prioritizing​

    • Chance of Success for various scenarios

    • Action Steps

    • Access to online plan for 4 months

    • 3 meetings in person/remotely with Kristi

    • Unlimited email access to advisor for 3 months

*Price may vary depending on complexityy     

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