What If?

$1,250 +

Let's identify potential issues and get your ducks in a row on the front end so that you can make an informed decision about moving forward. 

  Includes:

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

  • Data Gathering - Assets, liabilities, income & expenses. Detailed research now may save time & money in the future.

  • I can then model potential scenarios for you and help answer:

    • What are you current & future income needs?

    • Will you be able to maintain a similar lifestyle to what you have currently?
    • Can you afford to keep your house?
    • What steps should you take now, for a smoother transition in the future?

    • What red flags are there?

  • 3 meetings in person/remotely with Kristi

  • Unlimited email access to Kristi for 3 months

    *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