Special Needs Financial Planning | A Team to Carry On
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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A Team to Carry On

A Team to Carry On

A parent is irreplaceable, but the team you build carries on.

Who will take your place when you can no longer do all that you do? No one can replace a parent but it helps to begin the process of building a Team to Carry On™ at every stage of the timeline.

 

It may seem overwhelming at first, but taking small steps toward creating your team, depending on your age and personal circumstances, is best not done in times of crisis.

 

We have been through the cycle of life with many of our clients and have defined the process of creating a Team to Carry On ™over time. Circumstances may change and your thinking about your team may change but it is important to get started.

 

Begin the TEAM to Carry On™ process :

T - Think about your options and possibilities of the who, what, when and how of the members of your team.

 

E - Envision Identify the professionals, individuals, family, friends, and agencies you might want as part of your team. Ask them and coach them to prepare them for their role.

 

A - Assist  your team by connecting them together at social and family events, and include them in ISP and IEP meetings.  We encourage successor trustees to attend our meetings with clients.

 

M - Mentor your team and monitor your plan by stepping aside and bringing the team into your child’s life.

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Communicate your vision and plan to carry on: complete a Letter of Intent.

Yes, Please!