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 and have implemented some strategies that will help secure your child’s future.

So why is it that with all the books in circulation, people willing to give you advice, and basic planning strategies implemented—you still feel stuck? Why do you still not have complete peace of mind about the future?

Special Needs Planning involves so much more than just Financial and Legal planning. The FIVE areas of a Comprehensive Special Needs Plan are 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 and areas where there may be room for improvement.

Take the assessment!

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 either.

Traditionally, the purpose of 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 Planning—not because they view it as unimportant—but because they feel overwhelmed, frustrated, and confused by the process. They are overwhelmed by the number of decisions that they know they need to make. These families soon become frustrated and confused because they don’t understand which strategies would best benefit their family’s unique situation. 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 their abilities, as well as their needs, Resource Planning will vary between individuals. Also, since abilities and needs change over time, your Resource Plan will continue evolving as your child grows and develops. Continue reading “Resource Planning: Does Your Child have Access to All the Resources They Need to Thrive? How Would You Know?”