Welcome, who are you planning for?

We are excited to partner with you in building your Special Needs Master Plan! This course, which is the first of 5, is focused on helping you build the foundation of your Special Needs Master Plan. At the end of this module, you will be invited to a free 1:1 coaching session to review your progress and to address your questions before moving on to Course 2.

With that said, let’s get started! Please watch the introductory video provided here with an overview of the course objectives and outcomes as well as to answer the important question, who are you planning for? Then, complete the form below to summarize information about your loved one with a disability.

Who are you planning for?

You are here for a reason, there is someone you care about and you want to plan for them in order to meet their current needs and to make sure that support is there when you are no longer here. Therefore, let's take time to understand more about this person, their needs, and what is needed to support them now and in the future.

Your Email Address(Required)

Who are you planning for? Can you describe who they are, their age, and where they live?(Required)

Although you know this person, it is important to document some basic information about them so that we can reference it later and so that it feeds into your overall Special Needs Master Plan.

Please describe why you are planning for this person?(Required)

Are you planning because this person is running out of supports? Or are you planning because you yourself are aging and you want to make sure there is a plan in place? There could be a number of reasons behind why you are here, please share in this document why you are planning for this person.

What are their strengths?(Required)

Please list any strengths they have so that you make sure to reference those as you build your Special Needs Master Plan.

What are their needs?(Required)

Please list their needs such as help with daily living tasks, medications, housing, access to services or any other needs that will be important to reference as you develop your Special Needs Master Plan.

What services and supports are they already receiving and what is lacking?(Required)

Please list their current services and supports as well as services that they need but are't getting so that we can reference this as you develop your Special Needs Master Plan.

Are you providing support to anyone else? List their names here along with their roles (grandparent, parent, etc.)(Required)

Are you supporting a spouse, parent or other children as well? It is important to document that here so that as you build your Special Needs Master Plan, we are not taking away from the support needs of anyone else. If you aren't supporting anyone else, list N/A.

Who is supporting you? Who steps in when you are sick? Please list the name(s) of anyone you count on, even if they were already listed above.(Required)

Do you have a spouse or partner who helps to take care of you whether as a companion, financially, or in any other capacity? If you don't, just list N/A.

As a student in our course, feel free to take advantage of a complimentary coaching session that can be scheduled at your convenience. Please contact kathy@allneedsplanning.com to schedule your session or book your time directly using this link.

Course 1: What do you need to have in place to support your loved one with a disability for life?

Curriculum

Welcome, who are you planning for?

Who are you planning for?

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