Special Needs Financial Planning | Special Needs Planning Guide
Special Needs Financial Planning 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.
Special Needs Financial Planning 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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Special Needs Planning Guide

Special Needs Planning Guide

A Comprehensive Resource for Families to Plan.

SECOND EDITION!

The Special Needs Planning Guide

How to Prepare for Every Stage

of Your Child's Life

By Cynthia R. Haddad, CFP®, ChSNC & John W. Nadworny, CFP®, CTFA

The Special Needs Planning Guide is a step-by-step companion for parents navigating the complexities of planning for the future of their child and family. Written by two financial planning experts who are also family members of people with disabilities—Ron and James— this bestselling how-to guide is now in its second edition.

With clarity and compassion, the authors guide families in addressing five critical factors involved in special needs planning—family and support, emotional, financial, legal, and government benefits factors—at every stage of their child’s life. Throughout the book, readers will learn from the stories of other caregivers, get planning pointers and key questions to answer, and take action with the lists of Next Steps. To help families customize the information, the new edition also offers a complete package of online resources, including a fillable Special Needs Planning Timeline, financial planning worksheets, and a Letter of Intent template families can use to map out their vision for their child’s life.

Revised, reorganized, and updated to reflect current law, this book gives families the advice, strategies, and actions needed to plan for both their future and the well-being and security of their child.

WHAT’S NEW:

  • Fully revised chapters and online resources
  • A 10-step process that breaks complex planning into manageable tasks
  • Letter of Intent now available as a fillable PDF
  • Excel worksheets for easy planning
  • New chapters on Foundational Financial Strategies and Tools, and Advanced Strategies and Special Circumstances
  • Helpful information on ABLE accounts, housing options, and financial tips and tools
  • New family learning goals, planning tips, and real-life case stories based on the authors’ experience

 

ORDER NOW at Brookes Publishing.

The Special Needs Planning Guide