SERVICES
Comprehensive Special Needs Financial Life Plans
Special Needs families hire M&L Special Needs Planning, LLC to create a Comprehensive Special Needs Financial Life Plans for them. We have a series of meetings and in these meetings we identify and prioritize the family’s goals and objectives; analyze the present financial situation with respect to these goals by reviewing family resources, legal documents, investments, insurance and other related matters. From this information we put together a plan with recommendations and steps to maximize and protect personal and public resources. If the recommendations are acceptable to the family we work with the family to implement the recommendations and set up periodic reviews.
Part of the Comprehensive Financial Life Plan is to calculate the approximate supplemental costs for the life of the special needs child. We do this as part of the comprehensive special needs life plan. We gauge the approximate supplemental costs of the special needs child by the extent of the disability and special needs. This is an ongoing process as the child gets older and changes. Hence the importance of periodic reviews of the original Comprehensive Financial Needs Life Plan.
Comprehensive Financial Special Needs Life Planning is an ongoing process. Compensation for planning fees, implementation services and reviews will be discussed during the first meeting.
After the first year we will meet with the family as many times as necessary on a retainer basis.
Consulting
Some families may not want to complete a Comprehensive Special Needs Financial Life Plan but would like to hire M&L for the expertise and guidance in transitioning planning and beyond. For a set annual fee a family can hire M&L on a consulting basis to gain knowledge on all aspects of transitioning that pertain to your child and possible residential options. This consulting is special needs child specific and is very individualized. It is also not limited to transitioning planning and beyond but to any of the pressure points in your special needs child’s life.
For an hourly fee, we evaluate existing special needs planning documents as a second opinion or at a specific decision point, such as funding for services, guardianship, government eligibility, transitioning or residential living.
For a set fee we will help you prepare your own Letter of Intent using M&L's Proprietary Interactive Letter of Intent DVD.
Seminars & Workshops for Your Organization
Maedi Tanham Carney CFP® is available to present workshops and seminars to agencies, organizations, support groups and educational institutions. Please contact Maedi for more information.
Reminder Program to Create Organization to the Uncertainty of the Special Needs Family
For an annual fee, we create the reminder program, it is a program to send emails at specific pressure points of the special needs child and additionally, we help the family stay proactive with estate, risk management and financial resources. If a family completes a Comprehensive Special Needs Life Plan this is a complimentary service for the first year.
Non-Special Needs Comprehensive Financial Life Plans
Like the Comprehensive Special Needs Financial Life Plans, we will create a comprehensive non-special needs financial plan working with your unique set of goals and objectives.
We will discuss and make recommendations throughout the process. After mutual agreement, the recommendations will be incorporated into the plan. The client may implement the recommendations independently or continue to work with us throughout implementation. Compensation for planning fees, implementation services and reviews will be discussed during the first meeting.
After the first year we will meet with the family as many times as necessary on a retainer basis.
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