My Special
Financial Planning Service for The Special Needs Community
HOW CAN I GIVE MY LOVED ONE WITH SPECIAL NEEDS THE LIFE THEY DESERVE?
WHAT HAPPENS WHEN I’M NOT HERE TO TAKE CARE OF MY LOVED ONE WITH SPECIAL NEEDS?
Why Choose MySpecialFP
Special Needs Planning with Empathy
When you work with us, you’ll receive the full benefit of our in-depth expertise in strategic planning for individuals and families in the special needs community. We’ll be there with you every step of the way to help you implement and navigate your plan, and hold you accountable to your goals. Furthermore, MySpecialFP will be here for your family far into the future because your needs will change overtime.
We Understand
We Know
We Value You, Your Loved One and your Time
Your Family’s Journey
Every human and each family goes through life transitions from birth until death. For families who do not have a member with special needs, the transitions are well-known and fairly predictable. Family members are born, become legal adults at age 18, and usually retire at age 65. For a person with special needs, that timeline can be completely different, with major transitions from early intervention to IEP (Individualized Education Program) development—all before the age of 18. After 18, the transitions can be even more complex. It’s challenging to navigate these transitions and to ensure that the proper plan is put into place. My Special Financial Planning (MySpecialFP) will be there next to you as your guide on this journey.
How MySpecialFP Can Help Empower Your Family
As a parent of a child with special needs, I discovered that the traditional financial plans often didn’t address the needs of our unique family. Encountering challenges in finding a financial planner to work with that had the experience, expertise, or credentialing in special needs, I decided to become the expert myself.
Today, I am a Chartered Special Needs Consultant (ChSNC®) designee. I am required to operate under a fiduciary standard of care. I truly do understand what it’s like to care for and parent this community, and I am here to help your family become empowered to rise above the everyday challenges and achieve your ideal vision.
We’ll Help You Achieve Your Vision
MySpecialFP develops customized, family-centered plans that are designed to bring your vision for today and tomorrow to fruition. First, we’ll develop a clear picture of your current financial situation, including a review of your investment portfolio, insurance contracts, and estate plan. We’ll also discuss your goals for the future, and then we’ll develop a strategic plan to achieve those goals and successfully navigate each stage on the transition timeline. We will be here for you for many years to come, holding you accountable to your plan, helping you implement its components, and making updates as your situation changes. We understand that financial planning for families with special needs is extraordinarily complex, and you likely have questions about what to expect and what to do. We invite you to join our private Facebook Group – Planning for Special Needs to gain some knowledge and then schedule a consultation.
How to Look to the Future Without Losing Sight of the Present
Families with a loved one with special needs are often very busy putting out fires every day. It can seem as though spending time planning for the future will mean that you won’t have the time or presence of mind to take care of today’s needs. That’s why you’ve come to us. We’ll help you understand every transition on the horizon so you can prepare for the future, without losing sight of your family’s current needs. We understand it’s tempting to delay planning for the future. People often assume that if they don’t think about their loved ones’ primary caretakers getting sick or passing away, it won’t happen. Yet, death is an inevitable part of life and it’s vital to start planning for that eventuality.
No matter what your family’s financial resources are or what stage of life your loved one with special needs is at, we’re here to empower your entire family. By planning for the future, you’re better able to enjoy the present and to live the sort of life you’ve dreamt of for your family. But you have to take the first step. Contact MySpecialFP today to request your consultation. Remember that we don’t offer cookie cutter solutions. Instead, we provide customized, personalized plans that are designed to fit your family’s needs and financial resources. We look forward to meeting you and helping you navigate life’s many twists and turns. Fill out the contact form below to get latest updates on special needs planning.