Level 3 – Individual Case Design

Individual Case Design produces the blueprint of the client’s settlement strategy. By employing an architectural vantage point over the settlement’s lifetime value, ELANA’s clients enjoy the comfort and stability that someone is looking out for their interests from the beginning of their benefit planning.

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Without proper preparation, far too often recipients of settlements for personal injury or divorce end up overextending their financial bounds and are faced with the unpleasant reality that they did not manage their resources wisely. ELANA’s professional charge is to earn their management feeby providing the everyday support necessary so that these kinds of adverse outcomes are never realized and benefits are available when they are needed.

Our recommendations are rooted in data, assuring there are no false assumptions. ELANA’s Individual Case Design produces a flowchart that separates “needs” from “wants” and prioritizes them accordingly. Our Financial and Settlement Architects™ provide intimate consultations about what has and hasn’t worked for beneficiaries in the past. From this, our case designers are able to provide sound, evidence-based recommendations to drive life time financial and settlement planning value.

ELANA offers defensible solutions that are performed as expertise-driven consultations, not sales pitches. This Settlement Protection Service is a client favorite.Attorneys benefit from the critical liability protection that ELANA provides as west and behind our Individual Case Designs. This service looks at settlement design solutions across the broad spectrum of market performance and makes projections for recipients’ needs during any eventuality.

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