Planning Packages
A Special Needs Plan has assembled 5 planning packages for various stages of the planning process. To view the details of each package click on the applicable link below or button at the bottom of this page. Thank you.
Please note that if you live in the Charlotte, NC region and you would like Ryan to work with you and your family on a 1-on-1 basis, please contact us.
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The Individual and Bundled Packages are designed for families that are not quite prepared to complete the entire L.I.F.E.TM Process, but do want to gather more information in order to be better prepared.
Security & Comfort Package is our full L.I.F.E.TM Process. This is for families that are ready to ensure their loved one will be secure and comfortable.
Security & Comfort PLUS is our Security & Comfort Package plus a 60 minute consultation with Ryan Platt, the developer of A Special Needs Plan. This is for families that not only want the information, but want a hands on guide to ensure their strategy moves forward in the proper and correct way.
Comfort Package is for families that have done planning, but did not work with a financial advisor or attorney that focuses primarily in Special Needs Planning. Ryan will take his time to provide you a Second Opinion Analysis of your plan, just to confirm your "i's" are dotted and your "t's" are crossed.
Please click on the packages below to view the items included in each package.
