Special Needs Financial Planning | How We Serve Families
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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How We Serve Families

How We Serve Families

How much will it cost to provide for my child’s lifelong needs?

Families

Based upon our experience, this is the most frequently asked question.

 

Many planners offer a calculator to determine a dollar goal for your planning, implying when you have reached that number, you are all set. We believe each family has unique circumstances that drive planning decisions. Knowing how much you will need is determined by a number of factors including  your child’s abilities and support requirements, eligibility for government benefits, and planning for your own financial independence in retirement, to name but a few.

 

We plan for families’ lives while the parents are alive.  Although making sure there are resources in place for when a parent is no longer here and the support needs to go on is an important part of planning,  it is also a critical to consider and prioritize goals for the family as a whole.

 

We help create a strategy for families’ lives when the parents are gone. Planning for a family member with disabilities lifetime needs goes beyond the financial or legal aspects of estate planning. It is important to create a strategy with all the proper checks and balances in place, as well as identifying and preparing those who will  ultimately carry on. We call this strategy a Team to Carry On™, and you can read more about building your team here. Our multi- generational team is a consistent,  devoted resource for parents, their adult children and other members of their Team to Carry On™.

 

It takes more than money to plan a full life. It takes friendships, employment, housing and community.

A good place to start is to find your place on the Special Needs Financial Planning Timeline.

Special Needs Financial Planning Timeline

Congratulations!

Welcome to public school

Say “Hello” to Transition

No longer legally a child!

School’s out!

Planning a good and full life

Retirement planning

Estate planning

Child’s Death

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