At Amicus, we often use the term "Settlement Planning" — but realize that phrase isn't widely used.

Greg Maxwell defines "Settlement Planning." Settlement planning is a detailed, comprehensive look at a personal injury recipients' financial situation with specific recommendations designed to help a client be in the best possible financial position after receiving settlement proceeds.

Settlement planning involves allocating the net recovery from a legal settlement to maximize the ability of the recipients and their guardians to meet their needs and goals. Settlement planning should end in a transition to a more permanent financial planner that will assist the claimants to take control of their financial future. By setting financial goals, developing and implementing financial strategies, and monitoring progress on a regular basis, the likelihood of achieving financial goals is greatly increased.

Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.

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