Design your future

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Create special needs trust

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Obtain financial stability

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Eliminate debts

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Fund your trust

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Understand social security

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

The Blueprints Process

Discover the 9 steps, or building blocks, in Rob’s Blueprints Process to Financial Freedom

The Blueprints Process to Financial Freedom

Families with special-needs members have unique planning considerations. We have family members who will need our support while we live and will still need support after we pass away. We need to build the best financial lives for ourselves. We have to get the right legal plans in place. We need to understand the government benefits we can access and the organizations that can support our family members in the future.

Our plans must incorporate the potential for government benefits like Supplemental Security Income and Medicaid-funded services.

My work with families with a special-needs member uses the metaphor of building a house.

Planning for your future is a complex and time-consuming task. Financial considerations such as saving for retirement, funding a trust, getting out of debt, building an emergency fund, and having funds to pay for an exciting and fulfilling life require patience, planning, and commitment. There are many steps to the process, steps which must often be taken at the same time.

Financial freedom does not happen overnight. Like the construction of a house, it often seems there is a lot of activity for a long time with little result. Then, all of a sudden, there is shape, color, and something incredible. In financial terms, that something incredible looks like money in the bank, investments in retirement accounts, a plan to fund a trust, and being debt free.

9 Building Blocks for Special Needs Planning

I'm not sure, guide me

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

The process works through a series of steps created to help you move forward quickly. These steps are called Building Blocks. It starts with your dreams—What is it you want out of life?—and ends with funding a trust.

Each Building Block is designed to move you forward creating a strong financial foundation for your family.

Freedom From Stress About the Future

As a whole, the Building Blocks will enable you to live free from the worry that you have not done anything to protect yourself and your family member with special needs. You will feel newfound freedom from stress in your financial life.

Once you feel this freedom, you can you can turn your thoughts and desires to living the most fulfilling life possible. You will be able to put your energy into enjoying each day, looking forward to the future, and feeling confident that life for your family member with an intellectual or developmental disability will be rewarding, fulfilling, and joyful.

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