Where every case is a transition, not a transaction.®
When a major settlement or financial event changes your life, you deserve more than quick answers. At Kaas Settlement Consulting, we help attorneys and clients pause, think things through, and make informed decisions about what comes next.
We work alongside contingency fee attorneys to help your clients understand their options, without slowing down the settlement process.
Also, a large settlement can mean a sudden flow of money for you, the attorney — so we can help you manage this transition too.
If you are a claimant or plaintiff receiving money from a lawsuit, a financial settlement can feel overwhelming. Many clients are navigating injuries, stress, and major life changes at the same time they’re being asked to make important financial decisions.
Think of us as a financial transition guide — helping you move from uncertainty toward stability and confidence.
Did you win the lottery or receive an inheritance?
A sudden flow of money can be very stressful, regardless of whether the money resulted from a happy or unhappy circumstance.
We provide guidance that helps you understand the big picture, assemble the right advisors, and make thoughtful decisions for the future.
Guidance with Integrity for Over 20 Years
Major financial events often arrive during life’s most stressful moments. A legal settlement, personal injury case, medical malpractice award, employment dispute, or even a lottery win can bring sudden financial complexity and difficult decisions.
Kaas Settlement Consulting helps attorneys and clients navigate these financial transitions with clarity and confidence.
We provide financial triage and transition planning — helping you understand your options, assemble the right professionals, and make thoughtful decisions before important agreements are finalized.
Because money decisions are never just about money. They affect families, futures, and peace of mind.
Meet Traci Kaas, CeFT®, CSSC, CMSP
Unparalleled Experience You Can Trust
You won’t find this trifecta of experience all in one place in our industry — except with Kaas.
Certified Structured Settlement Consultant
We understand the complexities of structured settlements, attorney fee deferrals, and case-specific financial strategies.
Certified Financial Transitionist®
We address the emotional and personal side of financial change — not just the numbers. Traci Kaas is one of just a handful of Certified Financial Transitionists® in the settlement planning industry.
Licensed Financial Planner
We can help you evaluate the long-term financial implications of your decisions.
Our Approach
Every financial transition is different. Our process is designed to slow down the moment, reduce stress, and ensure that important financial decisions are made with clarity.
Pause & Understand
We start by listening — understanding the case, your needs, and the decisions ahead.
Educate & Explore Options
We explain financial options in clear, plain language so you can make informed decisions.
Build the Right Team
If needed, we help identify trusted professionals — we call it a “Brain Trust” — such as tax advisors, estate planners, financial advisors, real estate agents, and bankers.
Support the Transition
We stay involved as you move forward, helping ensure your financial transition is handled carefully and responsibly.
Free Resources
Learn settlement need-to-knows and pitfalls to avoid
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Where every case is a transition, not a transaction.®
When a major settlement or financial event changes your life, you deserve more than quick answers. At Kaas Settlement Consulting, we help attorneys and clients pause, think things through, and make informed decisions about what comes next.
Attorney Services
Settlement planning can be complicated, and clients often need education before making final decisions.
We work alongside contingency fee attorneys to help clients understand their options without slowing down the settlement process.
Settlement Planning
A financial settlement can feel overwhelming. Many clients are navigating injuries, stress, and major life changes at the same time they’re being asked to make important financial decisions.
Think of us as a financial transition guide — helping you move from uncertainty toward stability and confidence.
Financial Transitions
A sudden flow of money can be very stressful, regardless of whether the money resulted from winning the lottery or a death in the family.
We provide guidance that helps you understand the big picture, assemble the right advisors, and make thoughtful decisions for the future.