You Fought for This. Let’s Make It Last.
Whether your settlement came after injury, loss, or a long legal process, one thing is clear: this money matters. It represents a turning point—and an opportunity to build real financial stability.
But many people find that without a plan, the money disappears faster than expected.
We help you make thoughtful, confident decisions—so your settlement supports healing, peace of mind, and a stronger future.
Most People Don’t Get Financial Guidance After a Settlement
This isn’t financial planning in the traditional sense. We’re not here to tell you what to invest in or sell you financial products. What we offer is something far more practical: real-world coaching that helps you build healthy money habits—one spending decision at a time.
We start with where you are. Whether you’re feeling overwhelmed, relieved, uncertain, or all of the above, we walk alongside you to create structure and clarity. The goal isn’t perfection—it’s confidence. Over 12 months, you’ll learn how to slow down, think ahead, and use your settlement in ways that support your values and your future.
No jargon. No shame. Just steady support so you can use your money wisely, on your terms.
You may be dealing with:
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Disrupted income or time away from work
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Ongoing recovery or medical expenses
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Requests for financial help from others
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Pressure to spend or “do something” with the money
Without a clear plan, your settlement may not last as long as you need it to.
What You’ll Learn
We begin by helping you understand your money, not just how much you have, but where it’s going and what it’s doing for you. Using tools like YNAB (You Need a Budget) and personalized coaching, we’ll guide you in building a system that fits your life.
You’ll learn to track your spending with ease and create a plan that reflects your needs—whether that means covering medical expenses, rebuilding your stability, or just knowing when and how to say “no” to others asking for help.
If you share money with a partner or spouse, we help you communicate more clearly, reduce tension, and get on the same page.
This is not a one-size-fits-all system. It's a step-by-step process built for real life, with regular support to help you stay focused, grounded, and confident for the long term.
If this sounds like you, contact us today to find out if we can help.
A 12-Month Financial Wisdom Program
Over 12 months, you’ll get one-on-one coaching and real-world tools to help you:
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Make your settlement last
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Build a spending plan that fits your needs and values
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Plan for medical or recovery costs
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Say no with confidence when others ask for help
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Work as a team if you share money with a spouse or partner
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Avoid emotional spending, confusion, and regret
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Feel in control of your money and your future