At New Path Planning we provide financial guidance to those at all stages of the divorce process. From retirement to divorce, there are rarely do overs in life's major transitions. We use our planning expertise coupled with personal experience to help clients contemplating or in the middle of divorce explore their financial options and feel confident in their decisions.
We also provide planning support to attorneys representing divorcing individuals. Get an overview of your level of involvement in the finances and what type of assets are in question. Discuss your goals for moving forward and make sure your situation lines up with our expertise.
We also provide planning support to attorneys representing divorcing individuals. Get an overview of your level of involvement in the finances and what type of assets are in question. Discuss your goals for moving forward and make sure your situation lines up with our expertise.
Services
Prior to founding New Path Planning, I served as the director of financial planning and operations for a boutique wealth management firm. I have spent my two decade career creating strategic financial plans. After going though my own unexpected divorce, I realized the struggle facing couples as they separate.
Divorce is the largest financial transaction of most people's lives. Let us help take the emotions out of the process, by showing you in black and white how what you decide today will impact your financial future. No matter what stage of the divorce journey you are in, New Path Planning has a solution for you.
As you know, clients come to you emotional, irrational, and often unfamiliar on the entire divorce process. I've been there myself and can empathize and offer a level of guidance you most likely don't have time for. Let me help you from the start. I can expand on the client experience you are already providing as well as help reduce your liability associated with giving financial advice.
Reviews
Be the first to review New Path Planning.
Write a Review
