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