Special Needs Family
First - We get to know you and your family. We want to understand your current situation and your future goals.
Second - We review your information, making sure we understand all of the important details
Third - We establish a plan together to reach your goals
Fourth - We work together to implement your plan and reach your family’s goals.
As a parent, grandparent, or sibling each member of our team has a connections to a special needs person. Instead of working with one individual on our team, you work with all of us, to better understand your situation and your goals and work to construct the best solution.
In addition, we collaborate with your lawyer, your accountant and you other advocates and advisors to develop the best plan for your family.