Whole Story Planning: Kacy Seitz

SPECIAL NEEDS PLANNING IS LIFE PLANNING.

We believe that proactive and complete planning should:

1. Be done correctly – the first time and at the right time – so your life can become less reactive, and you can once again plan for your future.

2. Consider and account for your unique needs to result in a high quality of life for everyone in the family.

3. Include assistance to navigate the complex systems and resources available to provide the best support for you, your child, and your family.

Planning for a child with special needs goes beyond traditional financial planning, which is built to remove emotion from the equation and focus solely on anticipating your needs in the future.

For a special needs family, we know you also need help with the “today,” facing the challenge that is squarely in your path… right this moment.