5-Step Planning System

$1,997.00

SKU: enable-special-needs-planning-system-1

Description

PLANNING FOR YOUR LOVED ONE WITH SPECIAL NEEDS CAN FEEL OVERWHELMINGFRUSTRATING, AND CONFUSING AT TIMES.

To make your planning process as easy, efficient, and affordable as possible, we created the ENABLE 5-Step Planning System*  (which includes access to a secure, interactive, online planning portal) that will allow your family to create a comprehensive Special Needs Plan from the ease and comfort of your own home.

To preview the Planning Program Schedule click here.

 

THE ENABLE SPECIAL NEEDS PLANNING SYSTEM “Fully Guided Process” INCLUDES:

1. Vision Plan

The ENABLE Vision Plan tool is fully guided and makes it EASY for families to create Vision Plans by walking them through a series of interactive questions about their hopes and dreams for the future. After completing the questionnaire, the Vision Plan tool auto-creates a fully designed Vision Plan PDF describing family’s vision for their child’s GREAT life. This document is downloadable and sharable. It is also stored inside the family’s secure, online planning portal. As life events happen and details about their child and their vision for the future change, families can log back into their planning portal accounts and easily edit and update their Vision Plans.

2. Life Plan

Like the ENABLE Vision Plan tool, the ENABLE Life Plan tool is fully guided and makes it EASY for families to create a “guidebook about their child” by walking them through interactive questions about their child and their family. Our team has taken the guesswork out of making sure families have recorded every important detail!

After completing the questionnaire, the Life Plan tool auto-creates a fully designed Life Plan PDF describing all of the important details about the family and child with special needs. This document is downloadable and sharable. It is also stored inside the family’s secure, online planning portal. As life events happen and details about their family situation or child change, families can log back into their planning portal accounts and easily edit and update their Life Plan.

3. Resource Plan

Creating a Resource Plan with ENABLE requires little work on your part!

Instead, during this step of your planning journey, our team analyzes the information you provide us with during the Resource Assessment session, conducted in-person at our Indianapolis headquarters or via video conference call. Then we create a document for you providing recommendations about services, organizations, and individuals you should connect with to help your child learn, grow, and excel. We have a final meeting to discuss our recommendations. Then, if you’d like us to make introductions, we will also put you in direct contact with an organization(s) in your geographical area who can assist you with securing all of the services we recommend for your child.

4. Financial Plan

Creating a Financial Plan with ENABLE is a collaborative process! To get started, the ENABLE Financial Plan tool walks you through a series of key questions to evaluate your current level of financial preparedness. You will also need to share various key financial documents and details with the ENABLE team.

After completing the assessment and sharing your records, the ENABLE team analyzes your current financial situation and develops recommendations for how to improve your current situation and plan. You and one of the ENABLE financial advisors will schedule a series of phone and/or video calls to discuss your family’s current financial situation and strategies for improving it and reaching your goals.

Then, after you and your advisor have developed a thorough and effective plan, the ENABLE team will implement the strategies necessary to allow both your family’s financial situation and your loved one with special needs’ financial situation to thrive simultaneously.

After creating your initial financial plan, comprehensive financial planning clients will continue to meet with an ENABLE advisor at least once per year, to review and adjust their plan as life events occur and key details change.

In our experience, we have found that many families delay creating a Financial Plan—not because they view it as unimportant—but because they feel overwhelmed, frustrated, and confused by the process. When ENABLE team works with families on their Financial Planning, our intention is to make their process as easy, efficient, and affordable as possible. We empower the families we serve to feel well-prepared for their futures.

5. Legal Plan

The ENABLE team has a lot of experience helping families understand their legal needs. The ENABLE Legal Plan tool helps make the process of creating a Legal Plan as easy, efficient, and affordable as possible, so that the families feel well-prepared for the future.

To accomplish this, the ENABLE team provides several valuable resources to help you prepare to engage with an attorney, including a Guide to Legal Planning and a series of Legal Planning Questions that you and your family should discuss before scheduling a meeting with an attorney.

Additionally, our team meets with your family before you meet with your attorney to answer any questions you have about the legal planning process and prepare you for the process.

Finally, if you don’t already have an attorney you’d like to work with, the ENABLE team will personally connect you to a qualified attorney who is competent in all components of Special Needs Legal Planning. This individual will assist you in drafting the necessary documents and filing the appropriate paperwork to create your Legal Plan.

ENABLE team members fully understand the legal planning process and are available to address questions you have as you work with your attorney to create your Legal Plan.

Like Financial Planning, we have found that many families delay creating a Legal Plan—not because they view it as unimportant—but because they feel overwhelmed, frustrated, and confused by the process.

*After 12 months, several renewal options exist.

Reviews

There are no reviews yet.

Only logged in customers who have purchased this product may leave a review.