Home

How We Can Help

 


Recent Posts

3 Emotions That Stall Your Special Needs Planning Process… and 1 Secret to Overcome Them All

If you’re reading this post, it’s probably not the first time you’ve thought about Special Needs Planning. You may have read a handful of books on the topic. Many people in your life may have told you it is important to start planning as early as possible. Maybe, you have started the process of planning … Continue reading 3 Emotions That Stall Your Special Needs Planning Process… and 1 Secret to Overcome Them All

Take the Quiz: How Well Planned Are You?

Now that you’re familiar with all FIVE areas of Comprehensive Special Needs Planning it’s time to evaluate how you’re doing with your own planning process. Click the link below to take our quick and easy 12-question self-assessment tool that will allow you to evaluate how well planned you are, including areas where you’re well planned … Continue reading Take the Quiz: How Well Planned Are You?

Legal Planning: Are You Prepared for The Future? Age 18 and Beyond…

Legal Planning is an essential element of a Comprehensive Special Needs Plan and is likely one of the areas you’re most familiar with. It’s vital to get this step right, but Legal Planning is not where I begin planning conversations with my clients. And it’s not where I encourage you to begin your planning process … Continue reading Legal Planning: Are You Prepared for The Future? Age 18 and Beyond…

Financial Planning: Does Your Financial Plan Account for the Abundant Hopes and Dreams You Have for Your Child?

Financial Planning provides strategies for paying for the goals you have created in your loved one’s Vision Plan. It also addresses the challenges of how to provide the necessary services and therapies determined by your Resource Plan. In my 10+ years of experience in the planning industry, I have found that families often delay Financial … Continue reading Financial Planning: Does Your Financial Plan Account for the Abundant Hopes and Dreams You Have for Your Child?

More Posts