The ENABLE System

The ENABLE Special Needs Planning System

Planning for your loved one with special needs can be overwhelming, frustrating, and confusing at times. To make the planning process as easy, efficient, and affordable as possible, Phillip and his wife Chelsea co-created the ENABLE Special Needs Planning System–a secure, interactive, online planning portal–that allows families to create a comprehensive Special Needs Plan from the ease and comfort of their own homes.

Click here to purchase the ENABLE Special Needs Planning System!

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Have you ever worried…

Have you ever worried about your child’s future? Wondered who would step in to love and care for him or her if you were no longer able to do so? Are you overwhelmed trying to keep track of all the details swirling around inside your head — doctors, therapies, medications, IEPs, government benefits? Do you long for your child to succeed in school, find a job that fits their abilities, and build meaningful social connections? Are you concerned that you might not be able to afford all of the resources to help your child truly thrive? Does planning for the future feel impossible because you barely have time to plan for today?

Most parents of children with special needs struggle with these same questions. You’re not alone and the ENABLE 5-Step System will help you address these concerns and many more!

Step 1. The VISION Plan
Create a clear vision for your child’s best possible life. This vision will guide and direct every other step of your planning process.

Step 2. The LIFE Plan
Easily record, access, and update all the essential details about your child—doctors, therapists, medications, IEPs, important relationships, likes/dislikes, daily routines, etc.—using the fully-guided, interactive life plan tool our team developed. Never again have to rack your brain for key details, simply look them up in your child’s life plan. Achieve peace of mind knowing that a babysitter—or future caregiver—has everything they need to care for your child, in your absence.

Step 3. The RESOURCE Plan
Sit back and relax while our team analyzes the resources you’re currently connected with for potential gaps. We’ll let you know if there are any additional organizations, individuals, or services you should seek out to help you and your child move toward your vision for a great life.

Step 4. The FINANCIAL Plan
Let the experienced financial planning professionals on our team assess your current financial situation. We will recommend strategies that will allow both your family’s financial future – and your son or daughter’s financial future – to be secure. Already have a financial advisor you like working with? Not a problem. Our team will provide an expert-perspective second opinion on your special needs financial plan with no obligation to implement strategies with us.

Step 5. The LEGAL Plan
Use the resources our team has developed to educate yourself about relevant legal considerations—wills, trusts, guardianship, etc. Feel empowered and prepared to create the necessary legal documents to protect your family. Then let our team introduce you to a qualified special needs planning attorney, in your geographic area, who we’ve prescreened and determined is fully competent to help you with your legal needs.

When all five areas of planning are aligned and working together, you and your family can relax knowing that your future is secure. You’ll also be able to provide every opportunity for your son or daughter with special needs to live a purposeful and impactful life today – and every day in the future.

Click here to purchase the ENABLE Special Needs Planning System!

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The ENABLE online planning portal is FREE and available for you to access from the ease and convenience of your own home, as often as you’d like.

Sign up for your account by clicking here and start planning for your loved one’s GREAT life today!

Inside the online planning portal, we provide you with the following resources:

  • Educational videos that explain the comprehensive Special Needs Planning process and help you get into the right mindset to begin planning
  • Planning checklists for all five areas of comprehensive Special Needs Planning
  • Planning questions to consider as you complete all five areas of comprehensive Special Needs Planning
  • Planning document storage
  • Planning self-assessment tool

Plan with ENABLE!

If you decide to partner with ENABLE to complete your special needs planning, we provide the following additional services beyond the FREE resources described above:

Step 1. The VISION Plan

  • (1) 30-minute “VISIONARY” session with ENABLE team
  • Interactive, fully-guided Vision Plan tool
  • Unlimited access to edit responses using the interactive questionnaire
  • Autocreation of a downloadable PDF with responses to all Vision Plan questions that can be shared with family, friends, and other caregivers

HOW DOES THE ENABLE VISION PLAN TOOL WORK?

The ENABLE Vision Plan tool is fully guided and makes it EASY for families to create Vision Plans by chatting with the ENABLE team and walking 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.

The ENABLE Vision Plan tool is available at the ENABLE website. Learn more here: https://enablesnp.com/purchase-services/

Step 2. The LIFE Plan

  • Interactive, fully-guided Life Plan tool that gathers: (1) Information About Your Child, (2) Health History and Medical Record Details about Your Child, (3) Government Benefit Information for Your Child, (4) Information About Your Family, (5) Transition Details
  • Unlimited access to edit responses using the interactive questionnaire
  • Autocreation of a downloadable PDF with responses to all Life Plan questions that can be shared with family, friends, and other caregivers

HOW DOES THE ENABLE LIFE PLAN TOOL WORK?

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.

The ENABLE Life Plan tool is available at the ENABLE website. Learn more here: https://enablesnp.com/purchase-services/

Step 3. The RESOURCE Plan

  • (1) 90-minute “RESOURCE ASSESSMENT” session with ENABLE team
  • Review of your current resources (individuals, organizations, services, etc.)
  • Resource Plan document detailing results of our team’s assessment, including any gaps in current services or additional resources to connect with
  • (1) 30-minute “RESOURCE RECOMMENDATIONS” session with ENABLE team
  • Introductions to new resources (optional)

HOW DOES THE ENABLE RESOURCE PLAN TOOL WORK?

Unlike the ENABLE Vision and Life Plan tools, 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.

The ENABLE Resource Plan tool is available at the ENABLE website. Learn more here: https://enablesnp.com/purchase-services/

Step 4. The FINANCIAL Plan

  • Interactive Financial Plan tool
  • Financial preparedness assessment
  • Financial strategy session(s) with ENABLE
  • Financial recommendations document
  • Financial strategy implementation

HOW DOES THE ENABLE FINANCIAL PLAN TOOL WORK?

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.

The ENABLE Financial Plan tool is available at the ENABLE website. Learn more here: https://enablesnp.com/purchase-services/

Step 5. The LEGAL Plan

  • Legal Plan terminology guide
  • Legal Plan questionnaire
  • (1) 60-minute “LEGAL PREP” session with ENABLE team
  • Introduction to a Special Needs Planning attorney (optional)

HOW DOES THE ENABLE LEGAL PLAN TOOL WORK?

While the ENABLE team does not directly provide legal advice or services, we have 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 futures.

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 law firm and attorney in your geographical area who we have prescreened and determined to be 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.

The ENABLE Legal Plan tool is available at the ENABLE website. Learn more here: https://enablesnp.com/purchase-services/

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Gain Peace of Mind. Feel Secure.

When all five areas of planning are aligned and working together, you and your family can relax knowing that your future is well planned for. You’ll also be able to provide every opportunity for your son or daughter with special needs to live a purposeful and impactful life today – and every day in the future.


Your Investment

What does it cost to work with ENABLE to complete your five areas of planning?

To create a comprehensive plan that prepares you and your family in all five of the essential areas of special needs planning, your investment is only $197/month (for the first 12 months), with several renewal options available after the first year.

Click here to purchase services!

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Planning Services

To ensure that all families are able to create a plan that fits their needs and budget, ENABLE offers full system planning services, as well as, a la carte options as follows:

Full Planning System

5-Step Planning System $197/month

 

A la carte Planning Services

Vision Plan $8.08/month, billed monthly

Life Plan $25.75/month, billed monthly

Resource Plan $797/year, billed annually

Financial Plan $997/year, billed annually

Legal Plan $497/year, billed annually


Click here to purchase services!

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