HOUSING PLANS
Explore long-term housing options for your loved one.
GET ANSWERS TO YOUR HOUSING QUESTIONS
Thinking about housing can be overwhelming. Whether in a condo or co-op and everything in between, we have extensive experience in working to meet your family's unique needs!
What housing options exist for my loved one with disabilities?
Where will my child live when I am no longer here?
Can I afford to buy a home for my loved one?
THE HOUSING PLANNING PROCESS
Our multi-step fact-finding process helps uncover your goals and determine your timeline and budget.
1
Initial Engagement
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Time frame
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Expectations
2
Individual Family Needs Assessment
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Assessment Questionnaire
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Review summary of priorities and Balance Sheet
Financing a Home
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How much does it cost?
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Renting vs. owning options
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Introduce resources
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Understanding financing options
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Next steps and homework checklist
3
Operating Plan for a Home
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Who owns the house?
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Operating agreement considerations
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Buy/sell agreement considerations
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Retirement concerns
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Next steps and homework checklist
4
Final Delivery of Plan
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Review of the final plan
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Plans/expectations for annual reviews