Foundational Planning Process

$1,200.00

Description

HOW DO I SAVE FOR MY CHILD’S FUTURE?

Do I need a Special Needs Trust? An ABLE Account? Both?

How do I make sure the money I’m saving doesn’t limit my child’s ability to receive government benefits?

WHAT HAPPENS IF I’M NOT HERE?

Who would take care of my child? How would they have the resources to do so?

Our Foundational Planning System helps families develop and implement strategies that answer these questions – and many more.

 


 

To make your family’s planning process as easy, efficient, and affordable as possible, ENABLE provides a secure, interactive, online planning portal and video conferencing that allow you to create a comprehensive Special Needs Plan from the ease and comfort of your own home.

VISION ALIGNMENT

The purpose of planning is to feel in control of today and at peace about the future. Let our team of special needs planning experts guide you through the process, ensuring that your vision of success is aligned with the right strategies for your family.

FINANCIAL STRATEGIES

Allow our experienced financial professionals to assess your current financial situation. They will recommend strategies that enable both your family’s financial future – and your son or daughter’s financial future – to be secure.

LEGAL STRATEGIES

Feel empowered to create the legal documents necessary to protect your family (e.g., wills, trusts, powers of attorney) using the resources our team has developed. Then let our team introduce you to a qualified special needs planning attorney who will help you with your legal needs.

Your Investment = $1,200


FAMILY TRANSITION Plan (optional add-on)

After completing your Foundational Plan, let our team facilitate a group discussion session with all key family members and friends who are currently involved in your child’s life — or will be in the future (e.g., siblings, grandparents, teachers, therapists, support staff, future guardians, future trustees).

We will help you share relevant details of your plan for your son or daughter’s GREAT life with these key individuals to ensure that everyone understands your hopes, goals, and plans for today — and the future.

$500

To purchase, contact ENABLE at info@ENABLEsnp.com

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