Getting Started is Easy!

Special Needs Planning is easier than you think.  

Michael has developed a unique system customized for the specific lifestyle of special needs parents.

NO PREPARATION NEEDED

• No forms to fill out
  • No pre-meeting paperwork
  • No financial records, no documents required
• No pre-meeting decisions - no need to think about specific planning choices

CONVENIENT MEETINGS

• Video calls via FaceTime and Android 
  • Early AM and Evenings
• Personal meetings with "Lead Parent" for spouses 
  • one parent can handle everything when both can't come in

FLAT FEES FOR SERVICES

• No Hourly Billing - you'll know the exact cost before you start
• Fixed Fee for Trusts and Conservatorships - fees and costs set "up-front"
• Michael does not charge extra for Special Needs Trusts!

WHAT'S THE HARDEST PART OF SPECIAL NEEDS PLANNING?

Just one click :)  

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