OUR PLANNING PROCESS



 



Discovery


Discuss Immediate Area of Concern


Layout Family Vision and Goals


Understand Current Benefits and Support System of Individual


Conduct Financial Planning Discussion


 



Life Care Plan


Present Special Needs Financial Planning Recommendations


Wealth Management Strategies


Access to Trust Services


Government Benefits


Additional Support Services and Programs


 



Implementation & Action


Review Comprehensive Strategy


Set Timely Action Plan to implement Plan Recommendations


Secure Planning Partners (Legal, etc)


Deliver Client Documents


 



Client Review


Review and Update Family Vision and Goals


Update Planning Strategy


Make Appropriate Changes to the Special Needs Financial Plan


 




 



Want to know more?  Contact our Team