Receiving a lump-sum settlement can impact your financial future and public benefits. Our DFAP Settlement Strategy Package helps you maximize your settlement while preserving public assistance and preparing for future investments.

Package Components

• Initial Consultation and Data Gathering

  • Comprehensive review of financial status

  • Collection of public benefits information

  • Credit review and analysis

• Public Benefits Impact Analysis and Financial Readiness Assessment

  • Detailed impact analysis

  • Credit review and improvement strategies

  • Included in the initial consultation fee

• Strategy Development and Recommendations

  • Comprehensive report with actionable strategies

  • Detailed strategic recommendations

  • Clear action plan for managing your settlement

  • Included in the initial consultation fee

• Follow-Up Meeting

  • Review and finalize strategy

  • Answer questions and provide clarification

  • Discuss next steps

  • Included in the initial consultation fee

Important Note: This package includes analysis and strategy development but not implementation. Separate engagement is required for actions like establishing a trust.

Why Choose This Package?

• Expertise: Experienced attorneys and a mortgage broker advisor

• Comprehensive Support: Continuous support from consultation to strategy development

• Financial Readiness: Prepare for future investments while preserving public benefits

• Starting at $2000

Maximize Your Settlement and Prepare for Future Investments

Receiving a lump-sum settlement can significantly impact your financial future. Our DFAP Settlement Strategy Package is designed to help you make the most of your settlement, ensuring you are financially ready for future investments like homeownership and rental properties.

Package Components

1. Initial Consultation and Financial Assessment

2. Comprehensive Credit Review and Analysis

3. Personalized Financial Strategy Report

4. Follow-Up Meeting and Ongoing Support