ENABLE 5-Step System:
PLANNING PROGRAM SCHEDULE
Module 1: Getting Started
Includes an Intro video conference session with the ENABLE team, online client portal creation, Special Needs Planning self-assessment tool, and more!
Module 2: Financial Planning 1
Includes Financial Planning video conference session(s) with the ENABLE team
Module 3: Vision Planning
Includes access to the interactive, online Vision Plan tool to help you envision what a GREAT life looks like for your loved one with special needs now — and in the future
Module 4: Financial Planning 2
Includes additional Financial Planning video conference session(s) with the ENABLE team
Module 5: Legal Planning
Includes legal planning video conference sessions with the ENABLE team, a guide to understanding the legal planning process and relevant terminology, and an introduction to a qualified special needs planning attorney (if needed)
Module 6: Resource Planning
Includes a Resource Plan video conference session with the ENABLE team and a written Resource Plan with recommendations
Module 7: Life Planning
Includes access to the interactive, online Life Plan tool to help you document every essential detail about your loved one with special needs
Module 8: Family Planning
Includes a video conference session facilitated by the ENABLE team with your entire family (e.g., siblings, grandparents, aunts, uncles, other family, friends) to discuss the comprehensive special needs plan you’ve created for your loved one and to make sure everyone is on the same page and understands your goals and desires for the future
Module 9: Wrapping Up
Includes a video conference session with the ENABLE team to debrief about your planning journey
Module 10: Next Steps
Includes reviewing the five areas of planning you’ve completed and making updates as things change