HOW WE WORK TOGETHER
Preparation for life's journey makes a difference.
A financial plan, and certainly a comprehensive special needs plan, needs to be a dynamic document. Life will continue to bring unforeseen changes, both windfalls and challenges, that will alter your plan. Having a plan in place gives you a tangible document to work with and will help keep you focused on your path forward.
Expert guidance with an empathetic ear and open mind.
How much will it cost to provide for my child's lifetime support?
How can I plan now when I am so unsure of what lies ahead?
How do I prioritize goals for my whole family?
These questions are often top of mind for our client families. While many planning goals may be quantified by placing inputs into a financial calculator, there is no formula or algorithm in comprehensive special needs planning. Planning is a process and each family's unique circumstances will drive their planning decisions and determine their course of action. The key thing is to get started.
How much will it cost to provide for my child’s lifelong needs?
The answer is that planning for families like ours is a bit more complicated. Each family's unique circumstances will drive their planning decisions and knowing how much you will need, along with your course of action, is determined by a number of factors that may include:
- your family's financial framework
- your child’s abilities and support requirements
- eligibility for government benefits
- considerations for your family as a whole
Planning is a process and the key thing is to get started. We can help.
With all of life's uncertainties, being prepared makes a difference.
While many families may share the same goals, each family has a unique set of circumstances that will make their path to achieving those goals their very own.
Our on-going advice, along with your financial plan, keeps you focused on your path forward.
We'll talk about the money.
Your financial plan is your personal blueprint for building wealth and providing for your family's future, including the lifetime support for your family member with a disability.
As fiduciaries, we utilize a clearly defined investment management process to align your investments with your goals. We also offer a fiduciary investment process specifically for trust accounts.
Let's plan ahead for people who will care.
No one can replace a parent. It is important to plan for the days when you are no longer here or are unable to do all that you do to support your child.
This takes time, thought and many conversations. We are here to share our knowledge and act as your sounding board as you build your team.
TRAINING & EDUCATION
Amongst our proudest accomplishments is our decades long commitment to educational outreach and advocacy on behalf of the disability community. We offer complimentary, educational workshops to families and organizations.
To learn more about the workshops we offer and schedule a presentation for your group, please view our workshop calendar.