Roadmap
Follow our Settlement Roadmap - a practical pathway to settlement

The biggest problem in financial settlements is that the law is vague. That’s fertile territory for myths, delusions and conflicting views.
So, of course, many people get confused – they stumble and make mistakes during their settlement efforts. They lack an overall framework to understand how settlements really work and incur unnecessary legal costs.
But you don’t have to stumble around any more…
Our Settlement Roadmap provides a clear sequence of learning and preparation – which we strongly recommend you follow. We explain the reality about settlements that you’re probably not going to hear anywhere else.
Absorb the lessons in the Roadmap and you’ll generate better results and save yourself considerable time, stress and money.
The Roadmap consists of four stages.
- Don’t start jumping to conclusions until you’ve learnt how settlements really work. (That’s Stage 1)
- Then – before you think about trying to make a deal – do some proper preparation. (Stage 2)
- Next, sort out your negotiation strategy. Take a deep breath and engage. Be flexible and pragmatic. (Stage 3)
- Lastly, once you actually have a deal, then it’s time for the legal docs and to start implementing. (Finally – Stage 4)
A practical pathway through financial settlement.

A Real World Framework



A Real World Framework
If you’re unsure where to begin, start with Stage 1: Understanding.
Have another question?
Let me know and I’ll give you some feedback – normally within 48 hours:
Explore support options
You’ll learn most of what you need to know by following the above four stages in order.
But browse through and dive into the Guides that seem most relevant to your situation.
If you need personalised support at any point, there are options at the bottom of each Stage.
Jump in and see what works for you.
Or you can check out all our support options, here:


