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Plan for Your Family

Before your injury, you were likely providing your family with money or care. Whether you were the primary breadwinner, or you ran the household, your injury may have changed that. Your settlement will make up for that to some extent, but it might not be enough. A tight budget makes planning critical.

Maximizing government benefits, reducing taxes, and budgeting will all help to stretch your settlement farther. 

Trusts, financial planning, and estate planning often stretches it even more. And it’s not just about money. Arranging for physical and emotional support can make all the difference. We can help.

Here are some questions you should be asking:

  • How do I keep more of my money?

  • What should I do now for my family’s future?

  • How can I know now what we’ll need long-term?

  • How do I know if my recovery will be enough?

  • Will my family’s care for me affect their work?

  • How much do I need to save for my children’s education?

  • Should I have a Health Saving Account?

  • How do I handle friends and family asking for money?

  • How can I maximize what I pass down to my children?

  • How do I know if an advisor is advising me well?

  • What does a good family financial plan look like?

In the NextPhase Community we discuss how to answer these questions. There’s no one answer for everyone – but there is an answer for you. Become a Member for free. Benefit more as an Advanced Member.

6 Programs in NextPhase

Our Discussion Groups focus on questions like these. And you can ask your own. We’ll participate and so will other members. Members can access the General Discussion Group at no charge.

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Young Man in Therapy

Our Mental Health Program is the first of its kind offered in the United States. In one-on-one sessions, and in groups, gain a better understanding of your accident, your injuries, and the impact on your life and family. We’re here to help and to get you the help you need.

Our Financial & Settlement Design Program provides Members with information and education to prepare for choices before, during, and after settlement. From simple budgeting to detailed financial and settlement planning on complex cases, we’ll share our knowledge and experience. We offer this Program to Advanced Members at no charge, and to Members for a flat fee.

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Video Consultation

Our Mentorship Program connects our Members with previous settlement recipients who have survived and thrived.  Our mentors are here to give back and help others!

Our Online Tutorials cover a variety of subjects and we’re always recording more. They’ll prepare you to manage your case, your choices, and your new life. We also offer group meetings online to explore and answer questions on a range of subjects. 

Online Meeting
IT Consulting

Our Advisory Team offers one-on-one consulting. We’ve been advising injured plaintiffs for decades. We’ll have an informed answer to just about every question. If there’s a solution, we’ll find it. We offer this Program to Advanced Members at no charge, and to Members for a flat fee or by the hour.

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