5-Step Planning System

$1,997.00

SKU: enable-special-needs-planning-system

Description

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

To make your planning process as easy, efficient, and affordable as possible, we created the ENABLE Special Needs Planning System  (a secure, interactive, online planning system) that will allow your family to create a comprehensive Special Needs Plan from the ease and comfort of your own homes.

YOUR INVESTMENT

Our planning system is valued at $7,500, and includes Vision Planning ($500 value), Life Planning ($2,500 value), Resource Planning ($1,000), Financial Planning ($2,500 value), and Legal Planning ($1,000 value).

However, because we want to make sure that every family with a loved one with special needs can plan for his or her GREAT life, the total price of the ENABLE Special Needs Planning System is only $1,997.*

 

THE ENABLE SPECIAL NEEDS PLANNING SYSTEM INCLUDES:

1. THE VISION PLAN

The Vision Plan is an essential element of your comprehensive Special Needs Plan as it describes your child’s great life, including your hopes and dreams and his or her hopes and dreams for the future.

Your Vision Plan will guide the remainder of your entire comprehensive Special Needs Planning process, and will include questions such as:

  • What are your hopes and dreams for your child’s abundant life?
  • What abilities do you see in him or her that you want to encourage and nurture?
  • What does a great life for your child look like now, in 10-15 years, and in 25+ years?

Included in the ENABLE Special Needs Planning System is an interactive Vision Plan tool that enables you to create a custom Vision Plan for your loved one with Special Needs that is unique to your child and family situations.

Simply log into your planning portal, complete a series of guided questions, and upload a photo of your loved one.

Then our team will create and upload a personalized Vision Plan PDF to the My Account section of your planning portal.

2. THE LIFE PLAN

The Life Plan is an important element of your comprehensive Special Needs Plan as it documents important details about your family and your child (including your child’s daily routines), serves as a bench-marking tool to show annual progress, and functions as a transition guide in the future.

Section 1: Information About Your Child/Loved

  • One with Special Needs
  • Birth Information
  • Clothing and Shoe Sizes
  • Daily Routine Information
  • Times and Preferences
  • Hygiene Habits
  • Meals and Dietary Requirements
  • Personality Traits
  • Leisure and Recreation
  • …and more!

Section 2: Health History and Medical Records for Your Child/Loved One with Special Needs

  • Diagnoses
  • Physical Abilities
  • Allergies and Other Dietary Needs
  • Medications
  • Devices
  • Medical Professionals
  • Medical Insurances
  • …and more!

Section 3: Government Benefit Information for Your Child/Loved One with Special Needs

  • Federal Benefits and Services
  • Income Benefits
  • Medical Benefits
  • Housing Benefits
  • State and Private Benefits and Services
  • …and more!

Section 4: Information About Your Family

  • Information about Parent(s)
  • Information about Sibling(s)
  • Legal Relationships
  • …and more!

Section 5: Your Transition Plan

  • In Case of Emergency
  • Vision for Your Child’s Life When You’re No Longer Able to Care for Him or Her
  • Key Milestones and Major Life Transitions
  • …and more!

Included in the ENABLE Special Needs Planning System is an interactive Life Plan tool that enables you to create a custom Life Plan for your loved one with Special Needs that is unique to your child and family situations.

Simply log into your planning portal and answer the questions in the five guided sections.

Then our team will create and upload a personalized Life Plan PDF to the My Account section of your planning portal.

3. THE RESOURCE PLAN

he Resource Plan is an important element of your comprehensive Special Needs Plan that answers the question, “Which services, organizations, and individuals should we seek out now and in the future to make your vision of a great life for your child a reality?”

Because every individual is unique in their abilities and needs, no two Resource Plans will be exactly the same. Also, since individuals’ abilities and needs change over time, your Resource Plan will continue evolving as your child grows and develops.

  • For some individuals, physical and occupational therapies may be most important resources to connect with immediately.
  • Other individuals might benefit from engaging with organizations that offer job and social skills training programs.
  • Still others may benefit most by participating in innovative therapies (e.g., art, music, aquatic, or horseback-riding therapy) to improve self-esteem and emotional expression.

Your Vision Plan describes your destination, while your Resource Plan shows you the best route to get you there, while offering strategies to redirect after detours and to overcome obstacles in your path.

Included in the ENABLE Special Needs Planning System is the creation of a custom Resource Plan for your loved one with Special Needs that is unique to your child and family situations.

To create your Resource Plan, our team will analyze the information you entered through the Vision and Life Plan tools and develop recommendations about services, organizations, and individuals you should connect with to help your child learn, grow, and excel.

Then we will create and upload a personalized Resource Plan PDF to the My Account section of your portal.

We can 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.

THE FINANCIAL PLAN

The Financial Plan is an important element of your comprehensive Special Needs Plan that does three main things:

  1. It provides the means to pay for the goals you have created in your loved one’s Vision Plan, and
  2. It addresses the challenges of how to provide the resources needed, as determined by your Resource Plan.
  3. It answers the concern of how to provide for your child for his/her lifetime, when you are not here to provide for them.

You Financial Plan provides the strategies you need to provide the best possible life for your child now—and throughout his or her entire life. When combined with the Resource Plan and Legal Plan, your Financial Plan will help your child fulfill the hopes and dreams of their Vision Plan and reach the destination you’ve envisioned for him or her.

  • Section 1: Spouse/Parent #1 Information
  • Section 2: Spouse/Parent #2 Information (if applicable)
  • Section 3: Children Information
  • Section 4: Special Needs Information

Included in the ENABLE Special Needs Planning System is the creation of a custom Financial Plan for your entire family, including your loved one with Special Needs, that is unique to your child and family situations.

Simply log into your planning portal and answer the questions in the four guided sections to evaluate your current level of financial preparedness.

Then schedule a follow-up telephone call or online meeting with one of our team’s trusted advisors to clarify and discuss your needs.

After analyzing the information you entered through the Financial Plan tool and speaking with you personally, our team will create and upload a personalized Financial Plan PDF, with strategies and recommendations, to the My Account section of your portal.

5. THE LEGAL PLAN

The Legal Plan is an important element of your comprehensive Special Needs Plan that ensures that all of the plans you’ve created for your loved one with special needs—Vision, Life, Resource, and Financial—are carried out according to your wishes and preparations.

When combined with the Resource Plan and Financial Plan, your Legal Plan will help your child fulfill the hopes and dreams of their Vision Plan and reach the destination you’ve envisioned for him or her.

While our team at ENABLE Special Needs Planning does not directly provide legal advice or services, our intention is to make the process of creating a Legal Plan as easy, efficient, and affordable as possible, so that the families we serve feel well-prepared for their futures.

Included in the ENABLE Special Needs Planning System is a Legal Plan that includes a Legal Planning Guide and a Legal Planning Fact Finder. These resources will help prepare you ahead of time for your meeting(s) with your attorney by providing a list of questions you should discuss within your family before that meeting.

We can also personally connect you to a law firm and attorney in your geographical area who we have a developed a professional relationship with, who specializes in Special Needs Planning. This individual can assist you in drafting the necessary documents and filing the appropriate paperwork to create your Legal Plan.

 

*After 12 months, several renewal options exist.

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