Traci Kaas

Certified Financial Transitionist®

Certified Medicare Secondary Payer Professional

Certified Structured Settlement Consultant

Financial Planner

Traci Kaas is the Owner and President of Kaas Settlement Consulting. Her career in the financial and legal industry began in insurance. She broadened her scope to include clients experiencing a variety of financial transitions. For over a decade, Traci has worked closely with individuals and families involved in personal injury, wrongful death, and workers’ compensation cases, as well as those dealing with non-personal injury cases, including class action, divorce, defamation, employment, the sale of a business, and anyone involved in a financial transition.

Traci’s vast experience has proven that financial transitions are so much more than a simple exchange of money. Armed with ongoing training from the Sudden Money® Institute, her practice centers around both the technical and the personal aspects of financial transitions, helping clients navigate through the most vulnerable times in their lives. Its those clients and their journeys that provided the inspiration to write What You Can Expect When Expecting a Settlement. Time and time again, the same patterns would repeat and she knew that a consummate resource guide would be invaluable to those experiencing the stress and chaos of financial transition.

Traci resides in Orange County, California with her husband Steve. In her spare time, she enjoys hiking, traveling, and cheering on the Pittsburgh Steelers. She is an active member of Orange County’s Saddleback Church Family.