Financial Planning

What is Financial Planning?

Financial Planning is the third step toward creating a comprehensive Special Needs Plan.

The ENABLE Financial Plan analyzes your family’s current situation to determine where you’re doing well and where you need to become more efficient with your finances so that you can enable your entire family—including your child with special needs—to enjoy a wonderful life.

What this is means is—your Financial Plan will educate, organize, and prepare you to meet all of your family’s current and future needs.

Benefits of Financial Planning:

The true benefit of creating a Financial Plan is you will have the necessary strategies that, if applied appropriately today, will allow you to feel confident that you’re doing everything possible to enable your family to thrive now and in the future.

What will my Financial Plan do?

Your Financial Plan 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.

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 our team works with families on their Financial Planning, our intention is to make their the process as easy, efficient, and affordable as possible. We empower the families we serve to feel well-prepared for their futures.

How often should I update my Financial Plan?

We highly encourage families to update their loved one’s Financial Plan every year, as key details are likely to change over time.

How do I learn more about Financial Planning?

To learn more about Financial Planning, check out our blog post Financial Planning: Does Your Financial Plan Account for the Abundant Hopes and Dreams You Have for Your Child?

Ready to start Financial Planning?

Contact us today to learn more!