LONG TERM PLANNING FOR INDIVIDUALS
A clear path to the future.
SSI, SSDI, SNAP, HEAP utilization
Long Term Care benefits
Understanding Self-Directed Budgets/PRA
Technical assistance in navigating benefit systems
Understanding your options
Self-Directed Options & Shared Living
Home leasing guidance, operating considerations, ownership options & financing.
LONG TERM LIFE PLANNING SOLUTIONS
Sustainable life care plans for Guardians and Caregivers
Trustee consulting for individuals and institutions
WHO DO WE WORK WITH?
We specialize in working with families who are seeking long-term, sustainable solutions for their loved ones with disabilities. While there is no 'perfect time' to do planning for your loved one, individuals entering adulthood (17-22 yr. old) or families that are going through a time of transition (death, disability, or retirement) should consider life care planning.
HOW ARE WE COMPENSATED?
We charge a fee to develop strategies. Our fees are based on time and complexity. We typically charge a flat fee on a project basis. The fee is quoted after an initial consultation.