What We Do: Our Process

With special needs planning, there are challenges that go far beyond traditional financial planning. These include legal options, potential benefits, investment and life insurance solutions as well as residential choices, employment preferences and recreational opportunities. Our goal is to help families identify and address their unique goals with regard to all aspects of future care.

In most cases, our process starts with a complementary, one-hour meeting with the family. In that meeting, we conduct a very detailed exploration of the family's situation in terms of the goals, dreams and desires they have for their loved one. We also seek to understand the capabilities and specific care giving needs of the individual with disabilities. Finally, we review planning that may have already been undertaken. With all of this information in hand, we are able to provide concrete guidance in the areas of benefit solutions, transition issues, financial and estate planning. This will enable the family to secure a high quality of life for their loved one with a disability.