Helping Families Navigate the Future with Confidence
- Clarify goals and priorities for your loved one’s future
- Understand Special Needs Trusts (SNTs), ABLE Accounts, SSI, Medicaid, and other planning considerations
- Organize information and planning documents
- Create actionable next steps tailored to your family’s unique circumstances
- Prepare to work more effectively with attorneys, financial planners, and other professionals
- Stay informed as life circumstances and benefit rules evolve
Coaching Packages
SINGLE PROJECT
$250 per hour | Typically 2-4 hours
Includes:
- Needs and goals assessment
- Education on public benefits and estate planning considerations
- Customized action plan and checklist
COACHING RETAINER
$250 – $400 per month
Includes:
- All items in Single Project Coaching
- 60-minute monthly coaching meeting
- Email and phone support between meetings
- Letter of Intent creation and annual review
- Guidance during benefit changes and planning milestones
- Coordination with family’s professional team
- Referrals to additional resources as needed
Take the Next Step
Whether you’re just getting started or need ongoing support, coaching can help you move forward with greater clarity, confidence, and peace of mind.
GUIDE
Where is the Market Heading?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”