The L.I.F.E.TM Process.
Where do you start in beginning to plan?
Where do you start in beginning to plan?
Check out the L.I.F.E Planning Starter System 
Step 1:Creating Clarity™
Delivers a Clear Understanding of:
The Abilities, Needs, and Goals of your Special Needs Loved One (while you, as the parents are here, and when you are not)
The Needs and Goals of the Parents (you)
The Needs and Goals of other children
Your Current Financial and Legal Position
Step 2: The Clarity Report ™
A written analysis that Provides a Clearly Defined:
Starting Point for your Vision and Goals
Action Steps Necessary to Reach Your Vision and Goals
Step 3: The Solution Map™
Provides your family a specific framework that accounts for your family’s current situation, resources, and capabilities in order to build a solution that optimizes your [and your loved one’s] position, both in the short and long-term, with flexibility & adaptability.
Step 4: Capital Coordination™
Equips Your Family With a Step by Step Execution Strategy to:
Ensure the Future of everyone in your family, particularly Your Special Needs Loved one. We do this by properly coordinating your family’s 4 areas of Capital.
I. Legal Capital
a. Will, Special Needs Trust, Guardianship, Power of Attorneys, Living Will
II. Financial Capital
a. Funding the plan utilizing
i. The Money Optimization Model™
ii. The Power4 Advantage™
iii. Asset Positioning™
b. Coordinating all available Resources
III. Social Capital
a. Government Benefit
i. SSI, Medicaid
ii. SSDI, Medicare
b. Proactive Tax Strategies
IV. Human Capital (Communication)
a. The L.I.F.E.™ Journal
b. The Family Care Notice™
Step 5: Review & Refresh™
Continual Maintenance of your L.I.F.E. TM Plan to Ensure it is Never Outdated and Continues to Reflect Changes in Your Loved One’s Needs, Your Family’s Needs, Your Needs, Government Benefits, Taxes, and Laws
This is the 5-Step process we employ when we serve families in our 1-on-1 planning engagement. You can learn more about our 1-on-1 Planning Course at ASNP University™ by clicking here.
