A Simple, Structured Process — Designed Around the Client.

01

The Attorney's Role

Make the Resource Available

At or near the time of settlement, the attorney (or a staff member) mentions that a post-settlement financial planning resource is available. This can be done verbally, in writing, or as part of the firm's standard closing materials. The firm's involvement ends here — no follow-up required.

Less than two minutes of firm time

02

The Client's Decision

The Client Chooses Whether to Engage

Participation is entirely voluntary. The client decides whether to request an introduction. No client information is transferred without appropriate authorization. If the client is not interested, nothing happens. If they are, they initiate contact or provide authorization for contact.

Client-controlled

03

Post Settlement Planning

We Schedule the Initial Conversation

Once the client opts in, Post Settlement Planning handles scheduling and follow-up. We reach out to the client to arrange an initial planning conversation at their convenience. There is no pressure and no predetermined agenda.

Handled entirely by Post Settlement Planning

04

The Planning Conversation

Understanding the Situation

The initial conversation focuses on understanding the client's situation — the nature of the settlement, their financial picture, their obligations, and their goals. We help them organize the decisions they're facing and identify which are most time-sensitive.

Typically 60–90 minutes

05

Ongoing Planning

Thinking Through the Options

Depending on the client's situation, subsequent conversations may address specific planning areas: income replacement, medical cost planning, debt management, government benefit preservation, investment considerations, or coordination with other professionals such as tax advisers or estate planning attorneys.

As needed, at the client's pace