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LONG TERM PLANNING FOR INDIVIDUALS

A clear path to the future.

BENEFITS MAXIMIZATION

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  • SSI, SSDI, SNAP, HEAP utilization

  • Long Term Care benefits

  • Understanding Self-Directed Budgets/PRA 

  • Technical assistance in navigating benefit systems

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HOUSING STRATEGIES

  • 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

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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.  

Ready to start your planning journey? Contact us today to get started!

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