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Our Person Centered Planning Process keeps the person with a disability or other special needs as the primary focus and develops a Life Plan that enables that person to obtain the best quality of life possible.
A Life Plan is a coordinated program of social, medical, financial and legal strategies for people with disabilities and their families. It is a document that continually changes to adapt to the needs of the special needs individual throughout their life.
| Person Centered Planning Process |
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A. A Financial Professional, certified in SpecialCaresm, will work with the person with a disability or other special needs, their family members or caregiver, and their professional advisors to:
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understand the social, medical and legal needs of the special needs individual, |
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review the complete financial picture, |
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offer options that make the most sense, |
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ensure that benefits such as Medicaid or Supplemental Security Income won't unintentionally be jeopardized, |
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maximize finances, and |
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help maintain the lifestyle of the special needs individual. |
B. Medical Professionals provide informational and emotional support for the special needs individual and/or families.
C. Social Workers often act as the client advocate when working with other service professionals (e.g. schools, medical facilities, Financial Planners).
D. Attorneys provide legal services for special needs individuals and/or families. They work closely with Financial Planners to develop the proper documentation for various items such as trusts.
E. Financial Planners seek to understand the unique financial requirements of a person with a disability or other special needs and their family in order to properly develop a comprehensive financial plan.
F. The Family Member or Caregiver plays a pivotal role in determining the proper care and benefits for the person with a disability by working closely with other members of the team.
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