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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?

Resource Planning: Does Your Child have Access to All the Resources They Need to Thrive? How Would You Know?

Your child’s Vision Plan asks and answers “What does a great life for my child look like?” His or her Resource Plan asks and answers “Which services, organizations, and individuals should we seek out now and in the future to make that vision of a great life a reality?” Because every individual is unique in … Continue reading Resource Planning: Does Your Child have Access to All the Resources They Need to Thrive? How Would You Know?

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