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Lifestyle ConsultingLifestyle Consulting is a term we use to describe the process we follow to determine the financial assistance required by our clients. Our advisor will meet with you to gather information that will help us identify how much money you need to maintain your normal standard of living until your claim dispute or lawsuit settles. To make such a determination requires gathering information about your assets, such as your home, savings and retirement funds, and liabilities such as mortgages, loans, and other debts. Our advisor will also look for ways to reduce your monthly expenditures, and to reorganize any existing assets, income streams or debt repayment to better meet your needs. We recommend that you capitalize first on any existing resources or revenue that you may have, since the more money you have available through your own resources, the less you need to borrow. After reviewing your information and situation, our advisor will prepare a customized solution to meet your specific needs. Lifestyle Consulting is an essential part of our risk assessment, and ultimately affects the amount of money that we need to hold in reserves. |
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