By working with All Needs Planning, your family will receive a customized, family-centered Special Needs Master Plan that includes a Funding Strategy, Legal Strategy, and Support Strategy. Our comprehensive approach is designed to bring your vision for today and tomorrow to fruition. By helping you craft a plan that includes a financial strategy, tax and legal protections, support services, and more, your family will know how to access the resources you need to remain protected and secure.
At All Needs Planning, we take a holistic approach to planning by considering the needs of your entire family, as well as each individual family member. We look at your needs today, as well as what transitions lie ahead. Our supportive team of planning specialists empowers your family to dream big and lead truly fulfilling lives.
As you begin taking the first steps toward creating your Special Needs Master Plan, you will likely have many questions. Rest assured we will take the time to get to know you and your family and to answer all your questions at length. By the end of your consultation, you’ll know exactly what needs to be done and how to go about it, and our team will then get to work developing your special needs plan.
Our mission is to partner with you and your family to build and implement your customized plan. Once we take the planning off your plate, your family can focus on what truly matters in life: building memories and sharing life experiences!
Our Services – How to Create your Special Needs Master Plan
Family Office Approach: Work with our team of experts and specialists to develop and implement your family’s comprehensive Master Plan, encompassing your Funding Strategy, Legal Strategy, and Support Strategy.
Coaching and Training: For businesses, work with us to provide education and support on special needs planning to your employees. For families with specific questions, engage us on an hourly basis.
Special Needs Master Class: You also have the option to enroll in this course to learn more about our three-tier special needs planning process and how to implement it.
At All Needs Planning, we follow a specific process for working with our clients and empowering them to achieve their dreams. Through each step of the process, we’ll be there to answer your questions, address your concerns, and help you explore the possibilities for your family’s future.