Consulting Services

Solutions for Special Needs Families offers two primary service paths: a Comprehensive Life Plan and targeted Consulting Services. Both are designed to help families navigate the complex landscape of special needs planning.

Comprehensive Life Plan

Our flagship service, the Comprehensive Life Plan, is a thorough, integrated plan that addresses every dimension of your loved one's future — financial security, legal protections, housing, healthcare, daily support, and more. We meet with your family to listen, learn, and consolidate the relevant details that form the foundation of a plan that gives you peace of mind.

Our Process

Initial Meeting

We meet with the family to listen and learn about your loved one's needs, goals, and current situation.

Information Gathering

We consolidate financial, legal, medical, and care-related details to build a complete picture.

Plan Development

Working with your team of professionals, we develop a realistic and actionable Comprehensive Life Plan.

Ongoing Support

We remain available to help you refine and implement the plan as circumstances evolve.

Consulting Services

For families who do not need a full Comprehensive Life Plan but require guidance on specific planning issues, we offer targeted Consulting Services. Whether you need help understanding government benefits, navigating a legal question, or addressing a financial concern, we can help.

Who We Work With

We collaborate directly with families and caregivers, as well as attorneys, CPAs, financial professionals, and other consultants. Our integrated approach ensures that every step of the plan is coordinated and that all parties are working toward the same goals.

All initial consultations are free of charge.