Services
What We do
Special Needs Financial Planning
Quite often, the mere thought of developing a financial plan designed for a family with special needs is so overwhelming and intimidating that people simply prefer to avoid it. That’s understandable—as a family with a member with special needs, you’ve already got a lot on your plate. That’s why we’re here.
At MySpecialFP, we specialize in strategic financial planning customized for each individual family. We take a holistic view of your family, with the aim of understanding your vision for today and tomorrow. Then, we develop strategic solutions designed to empower your family. We’ll also establish a clear process of implementation, helping you navigate issues such as the following:
- Life care plan
- Tax Planning
- Estate planning
- Insurance
- State and federal benefits
- Trusts
- ABLE account
It’s important to see the big picture, as it’s easy to get lost in the smaller details. In this transition timeline, you’ll also see how all of the different pieces of a comprehensive financial plan fit together to create a cohesive vision for your family, and how our process makes everything possible for your family.
We Will Walk You Through The Process Step By Step
Status Clarification
Before we can customize a financial plan for your family, we’ll need to develop a clear picture of your current financial life. If you’re like most people, you probably have financial statements, insurance contracts, and similar documents scattered everywhere. It’s hard to keep track of everything! We’ll get all of your important financial information organized so that we have a firm understanding of your family’s current financial status.
Vision Alignment
The next step of the process is to develop a vision of what you would like today and tomorrow to look like for your family. We’ll consider all of the possibilities together, identify your priorities, and establish objectives. At this stage, we’ll also discuss the fees associated with your financial plan.
Strategic Planning
We’ll develop a comprehensive, strategic financial plan that will empower your family to achieve heights you may not have previously thought possible. We’ll ensure your plan is easily understood and implemented*. It will include strategic actions that both optimize and protect your personal and public resources, allowing your family to enjoy life to the fullest today and tomorrow.
Accountability and Updates
We go the extra mile to help ensure that your plan is properly implemented, holding you accountable for your plan and making updates as needed. We’ll check in with you to make sure your family is achieving their dreams and you’re continuing to work toward your financial objectives.
We’ll Be There to Answer Your Questions
At MySpecialFP, we follow a specific process for working with our clients and empowering them to achieve their dreams. Through each step of the process, we’ll be there to answer your questions, address your concerns, and help you explore the possibilities for your family’s future.