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Included With The Foundational Planning Process...

  1. 1
    VISION ALIGNMENT: The Vision Alignment Process is the first and most important part of the Foundational Planning Process. It is designed to help you understand why you're planning in the first place and to get our entire team of expert special needs planning consultants onboard with your family's vision for the future. The Vision Alignment Process helps you define what a successful planning experience should look like for your entire family, with a focus on your loved one with special needs. Every family is unique. Every plan needs to reflect those unique differences. The Vision Alignment Process ensures that the decisions you make throughout your entire planning journey are clearly aligned with your family's vision for the future and that the strategies you implement perfectly fit your family's unique needs and goals.
  2. 2
    FINANCIAL PLANNING: The Financial Planning Process enables your family's vision of success to become a reality. It ensures that everything your family is doing financially is working efficiently and effectively.During the Financial Planning Process, our team of Certified Financial Planners will partner with you to gather your current financial data so they can develop a financial plan unique to your family. This may include analyzing your family's current cash flow situation, working to reduce and/or eliminate debt, implementing strategies to protect your entire family now and in the future, developing recommendations for how to best grow your assets, and discussing how to utilize special needs benefits to enable your child to live a great life today and in the future. The Financial Planning Process provides you with peace of mind from knowing that you are doing everything possible to prepare for a great future for your child no matter what happens.
  3. 3
    LEGAL PLANNING: The Legal Planning Process protects your family's entire plan and your child's future. During the Legal Planning Process, our team will partner with you to gather and review any legal documents your family has already created. Our attorneys will help you create, update, and/or execute your legal documents (e.g., wills, trusts, powers of attorney). You may have heard that your child can only have $2,000 in their name or they will lose access to vital government benefits (e.g., medicaid, SSI). Our team of expert special needs planning consultants and attorneys will help you develop the strategies and tools your family needs to maintain access to these benefits while also obtaining supplemental support through other vehicles (e.g., special needs trust, ABLE account). Additionally, our team will discuss key legal roles and responsibilities with you and help you name your child's future support team (e.g., guardians, trustees, caregivers).The Legal Planning Process grants you peace of mind from knowing that no matter what happens in the future your child will be protected and supported throughout his or her lifetime.
  4. 4
    PLAN COMMUNICATION: Once your Foundational Plan is complete, it is very important to communicate the details of your plan to all of the important people you have named as your child's future support team. To fully love and care for your child they need to know what your plan is and what their specific roles and responsibilities are today and in the future. During the Communication Process, our team will facilitate conversations with your family and your support team to ensure that everyone is on the same page and understands your vision for your child's happiness and success.

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